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 8-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 | $207,858 | $159,602+30.2% | $150,045+38.5% | $142,382+46.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.86% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,519 | $4,961-49.2% | $4,693-46.3% | $4,299-41.4% |
| Participant deferral / active EE | $12,380 | $8,310+49.0% | $7,997+54.8% | $6,507+90.3% |
| Admin fee / account holder | $1,646 | $14,846-88.9% | $13,435-87.7% | $12,624-87.0% |