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 | $164,246 | $109,881+49.5% | $150,045+9.5% | $84,808+93.7% |
| Participation rate | 85.7% | 76.1%+9.6pp | 82.3%+3.4pp | 68.3%+17.4pp |
| Annual return | 11.91% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,548 | $3,561-28.5% | $4,693-45.7% | $2,631-3.2% |
| Participant deferral / active EE | $9,300 | $6,636+40.1% | $7,997+16.3% | $4,212+120.8% |
| Admin fee / account holder | $66,271 | $8,568+673.5% | $13,435+393.3% | $7,344+802.4% |