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 | $227,549 | $94,625+140.5% | $116,228+95.8% | $84,808+168.3% |
| Participation rate | 74.1% | 70.4%+3.6pp | 74.6%-0.5pp | 68.3%+5.8pp |
| Annual return | 12.17% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,866 | $2,347+22.1% | $2,994-4.3% | $2,631+8.9% |
| Participant deferral / active EE | $8,537 | $3,972+114.9% | $4,953+72.4% | $4,212+102.7% |
| Admin fee / account holder | $23,377 | $10,091+131.7% | $11,989+95.0% | $7,344+218.3% |