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 | $171,140 | $53,516+219.8% | $126,539+35.2% | $84,808+101.8% |
| Participation rate | 74.1% | 58.2%+15.8pp | 69.8%+4.3pp | 68.3%+5.8pp |
| Annual return | 10.95% | 58.34%-47.4pp | 425.95%-415.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,628 | $1,535+6.1% | $3,674-55.7% | $2,631-38.1% |
| Participant deferral / active EE | $6,169 | $2,671+131.0% | $4,083+51.1% | $4,212+46.5% |
| Admin fee / account holder | $34,307 | $4,497+663.0% | $6,065+465.7% | $7,344+367.2% |