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 | $173,900 | $154,228+12.8% | $145,433+19.6% | $137,256+26.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 7.75% | 74.59%-66.8pp | 66.58%-58.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $8,335 | $4,804+73.5% | $4,554+83.0% | $4,156+100.5% |
| Participant deferral / active EE | $9,518 | $8,216+15.8% | $7,897+20.5% | $6,407+48.6% |
| Admin fee / account holder | $69,483 | $14,344+384.4% | $13,129+429.2% | $12,270+466.3% |