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 | $206,983 | $95,453+116.8% | $112,040+84.7% | $82,448+151.0% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.5%+11.3pp | 68.1%+19.7pp |
| Annual return | 12.08% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,997 | $2,318+29.3% | $2,954+1.5% | $2,551+17.5% |
| Participant deferral / active EE | $11,504 | $4,224+172.4% | $5,098+125.7% | $4,139+177.9% |
| Admin fee / account holder | $5,461 | $9,013-39.4% | $12,098-54.9% | $7,234-24.5% |