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 | $186,345 | $86,929+114.4% | $102,423+81.9% | $80,856+130.5% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 9.39% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $5,337 | $2,369+125.3% | $3,023+76.5% | $2,755+93.7% |
| Participant deferral / active EE | $5,821 | $4,118+41.3% | $5,053+15.2% | $4,296+35.5% |
| Admin fee / account holder | $70,828 | $8,049+780.0% | $9,451+649.4% | $6,918+923.8% |