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 | $201,180 | $54,541+268.9% | $78,778+155.4% | $70,131+186.9% |
| Participation rate | 84.2% | 60.8%+23.4pp | 69.2%+15.0pp | 69.5%+14.7pp |
| Annual return | 11.93% | 21.07%-9.1pp | 35.62%-23.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,714 | $1,089+241.2% | $1,986+87.0% | $2,342+58.5% |
| Participant deferral / active EE | $4,927 | $2,210+122.9% | $2,958+66.5% | $3,332+47.9% |
| Admin fee / account holder | $29,774 | $3,709+702.8% | $5,134+480.0% | $4,645+540.9% |