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 | $212,426 | $148,534+43.0% | $135,903+56.3% | $139,434+52.3% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 11.37% | 79.19%-67.8pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $4,067 | $5,243-22.4% | $4,856-16.3% | $4,751-14.4% |
| Participant deferral / active EE | $8,758 | $8,100+8.1% | $7,758+12.9% | $6,710+30.5% |
| Admin fee / account holder | $102,679 | $12,400+728.1% | $10,762+854.1% | $11,403+800.5% |