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 | $200,829 | $185,822+8.1% | $169,993+18.1% | $139,434+44.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 8.74% | 60.50%-51.8pp | 53.37%-44.6pp | 372.94%-364.2pp |
| Employer contribution / active EE | $5,291 | $7,590-30.3% | $6,785-22.0% | $4,751+11.4% |
| Participant deferral / active EE | $17,530 | $11,622+50.8% | $10,408+68.4% | $6,710+161.2% |
| Admin fee / account holder | $627 | $15,381-95.9% | $12,815-95.1% | $11,403-94.5% |