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 | $214,099 | $109,413+95.7% | $156,263+37.0% | $84,808+152.5% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 11.73% | 20.18%-8.4pp | 59.47%-47.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $5,836 | $2,907+100.8% | $4,333+34.7% | $2,631+121.8% |
| Participant deferral / active EE | $9,257 | $4,590+101.7% | $6,158+50.3% | $4,212+119.8% |
| Admin fee / account holder | $16,159 | $9,357+72.7% | $14,255+13.4% | $7,344+120.0% |