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 | $109,229 | $86,944+25.6% | $107,525+1.6% | $74,304+47.0% |
| Participation rate | 89.4% | 59.6%+29.8pp | 75.1%+14.3pp | 60.3%+29.0pp |
| Annual return | 13.14% | 23.52%-10.4pp | 181.32%-168.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $27,600 | $2,757+901.2% | $3,754+635.3% | $2,241+1131.5% |
| Participant deferral / active EE | $2,596 | $3,554-27.0% | $5,116-49.2% | $3,767-31.1% |
| Admin fee / account holder | $26,266 | $3,727+604.8% | $8,919+194.5% | $2,969+784.7% |