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 | $228,047 | $177,572+28.4% | $154,803+47.3% | $142,382+60.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.39% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $6,426 | $4,810+33.6% | $4,305+49.2% | $4,299+49.5% |
| Participant deferral / active EE | $6,329 | $6,272+0.9% | $5,540+14.2% | $6,507-2.7% |
| Admin fee / account holder | $2,597 | $16,786-84.5% | $14,329-81.9% | $12,624-79.4% |