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 | $245,176 | $98,750+148.3% | $149,696+63.8% | $79,858+207.0% |
| Participation rate | 92.6% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.0pp |
| Annual return | 12.16% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,876 | $3,216+51.6% | $4,644+5.0% | $2,471+97.3% |
| Participant deferral / active EE | $10,072 | $5,680+77.3% | $6,842+47.2% | $3,740+169.3% |
| Admin fee / account holder | $5,662 | $6,053-6.5% | $9,309-39.2% | $5,306+6.7% |