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 | $230,324 | $87,841+162.2% | $133,980+71.9% | $62,891+266.2% |
| Participation rate | 96.0% | 83.4%+12.6pp | 87.1%+8.9pp | 69.3%+26.7pp |
| Annual return | 5.12% | 12.05%-6.9pp | 29.30%-24.2pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,494 | $3,483+29.0% | $5,211-13.8% | $2,281+97.0% |
| Participant deferral / active EE | $6,446 | $4,812+34.0% | $6,282+2.6% | $3,203+101.3% |
| Admin fee / account holder | $39,932 | $5,371+643.4% | $9,324+328.3% | $4,296+829.6% |