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 | $216,873 | $127,065+70.7% | $113,168+91.6% | $142,382+52.3% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 10.13% | 24.03%-13.9pp | 24.27%-14.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,779 | $3,442-48.3% | $2,975-40.2% | $4,299-58.6% |
| Participant deferral / active EE | $6,851 | $5,716+19.9% | $5,107+34.2% | $6,507+5.3% |
| Admin fee / account holder | $27,907 | $15,736+77.3% | $12,068+131.3% | $12,624+121.1% |