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 | $160,700 | $73,933+117.4% | $96,683+66.2% | $75,163+113.8% |
| Participation rate | 83.3% | 66.4%+16.9pp | 74.3%+9.0pp | 67.2%+16.1pp |
| Annual return | 5.18% | 26.70%-21.5pp | 35.69%-30.5pp | 160.62%-155.4pp |
| Employer contribution / active EE | $6,808 | $2,928+132.5% | $3,737+82.2% | $2,670+155.0% |
| Participant deferral / active EE | $6,426 | $3,659+75.6% | $4,878+31.7% | $4,125+55.8% |
| Admin fee / account holder | $9,778 | $5,216+87.5% | $6,730+45.3% | $5,651+73.0% |