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 | $207,980 | $91,190+128.1% | $178,490+16.5% | $79,858+160.4% |
| Participation rate | 92.9% | 69.2%+23.7pp | 81.9%+10.9pp | 69.6%+23.2pp |
| Annual return | 8.40% | 24.19%-15.8pp | 151.07%-142.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,951 | $3,256-9.3% | $5,011-41.1% | $2,471+19.5% |
| Participant deferral / active EE | $8,964 | $3,236+177.0% | $5,202+72.3% | $3,740+139.7% |
| Admin fee / account holder | $12,032 | $6,751+78.2% | $13,984-14.0% | $5,306+126.8% |