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 | $203,431 | $65,365+211.2% | $92,893+119.0% | $72,985+178.7% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | 5.13% | 42.10%-37.0pp | 109.41%-104.3pp | 81.00%-75.9pp |
| Employer contribution / active EE | $11,207 | $2,594+332.0% | $3,653+206.8% | $2,440+359.3% |
| Participant deferral / active EE | $10,366 | $3,128+231.4% | $4,236+144.7% | $3,607+187.4% |
| Admin fee / account holder | $8,187 | $4,251+92.6% | $5,794+41.3% | $5,124+59.8% |