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 | $247,879 | $66,402+273.3% | $109,895+125.6% | $85,850+188.7% |
| Participation rate | 92.9% | 63.9%+29.0pp | 74.2%+18.6pp | 69.3%+23.5pp |
| Annual return | 10.62% | 19.59%-9.0pp | 29.45%-18.8pp | 318.53%-307.9pp |
| Employer contribution / active EE | $807 | $1,687-52.2% | $2,842-71.6% | $2,565-68.5% |
| Participant deferral / active EE | $6,597 | $2,842+132.1% | $4,048+63.0% | $3,952+66.9% |
| Admin fee / account holder | $25,160 | $4,557+452.1% | $6,066+314.8% | $6,260+301.9% |