See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,282 | $95,803+104.9% | $113,168+73.4% | $84,808+131.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.21% | 25.00%-14.8pp | 24.27%-14.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $8,590 | $2,360+264.0% | $2,975+188.7% | $2,631+226.5% |
| Participant deferral / active EE | $8,660 | $4,242+104.2% | $5,107+69.6% | $4,212+105.6% |
| Admin fee / account holder | $1,955 | $8,989-78.3% | $12,068-83.8% | $7,344-73.4% |