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 | $211,493 | $68,346+209.4% | $94,646+123.5% | $75,163+181.4% |
| Participation rate | 81.3% | 76.1%+5.1pp | 80.8%+0.4pp | 67.2%+14.1pp |
| Annual return | 13.85% | 616.93%-603.1pp | 156.71%-142.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,215 | $2,701-18.0% | $3,672-39.7% | $2,670-17.0% |
| Participant deferral / active EE | $5,538 | $6,537-15.3% | $7,418-25.3% | $4,125+34.2% |
| Admin fee / account holder | $21,180 | $5,326+297.7% | $7,231+192.9% | $5,651+274.8% |