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 | $246,862 | $85,766+187.8% | $136,294+81.1% | $70,131+252.0% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 13.46% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,446 | $2,966+16.2% | $4,695-26.6% | $2,342+47.1% |
| Participant deferral / active EE | $6,391 | $5,051+26.5% | $6,247+2.3% | $3,332+91.8% |
| Admin fee / account holder | $5,405 | $5,420-0.3% | $9,243-41.5% | $4,645+16.4% |