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 6-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 | $154,480 | $81,460+89.6% | $103,333+49.5% | $80,856+91.1% |
| Participation rate | 73.9% | 66.8%+7.1pp | 74.5%-0.6pp | 67.6%+6.3pp |
| Annual return | 10.27% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $4,234 | $3,105+36.4% | $3,868+9.5% | $2,755+53.7% |
| Participant deferral / active EE | $9,313 | $3,869+140.7% | $5,057+84.1% | $4,296+116.8% |
| Admin fee / account holder | $47,925 | $6,566+629.9% | $8,355+473.6% | $6,918+592.8% |