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 | $113,387 | $78,672+44.1% | $109,143+3.9% | $85,850+32.1% |
| Participation rate | 76.0% | 68.3%+7.7pp | 75.9%+0.1pp | 69.3%+6.7pp |
| Annual return | 11.10% | 25.09%-14.0pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,542 | $2,735+29.5% | $3,722-4.8% | $2,565+38.1% |
| Participant deferral / active EE | $6,060 | $3,467+74.8% | $4,653+30.2% | $3,952+53.4% |
| Admin fee / account holder | $3,218 | $5,469-41.2% | $6,752-52.3% | $6,260-48.6% |