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 | $194,699 | $91,538+112.7% | $129,995+49.8% | $75,163+159.0% |
| Participation rate | 97.6% | 71.4%+26.2pp | 78.5%+19.2pp | 67.2%+30.5pp |
| Annual return | 6.94% | -631.11%+638.0pp | -137.18%+144.1pp | 160.62%-153.7pp |
| Employer contribution / active EE | $3,603 | $2,845+26.6% | $4,320-16.6% | $2,670+34.9% |
| Participant deferral / active EE | $8,014 | $4,341+84.6% | $5,820+37.7% | $4,125+94.3% |
| Admin fee / account holder | $7,939 | $6,790+16.9% | $10,614-25.2% | $5,651+40.5% |