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 | $187,038 | $73,933+153.0% | $96,683+93.5% | $75,163+148.8% |
| Participation rate | 96.9% | 66.4%+30.5pp | 74.3%+22.5pp | 67.2%+29.7pp |
| Annual return | -4.90% | 26.70%-31.6pp | 35.69%-40.6pp | 160.62%-165.5pp |
| Employer contribution / active EE | $13,309 | $2,928+354.6% | $3,737+256.2% | $2,670+398.5% |
| Participant deferral / active EE | $9,065 | $3,659+147.8% | $4,878+85.8% | $4,125+119.8% |
| Admin fee / account holder | $10,465 | $5,216+100.6% | $6,730+55.5% | $5,651+85.2% |