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 | $223,146 | $95,803+132.9% | $113,168+97.2% | $84,808+163.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 11.10% | 25.00%-13.9pp | 24.27%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $2,449 | $2,360+3.8% | $2,975-17.7% | $2,631-6.9% |
| Participant deferral / active EE | $7,928 | $4,242+86.9% | $5,107+55.2% | $4,212+88.2% |
| Admin fee / account holder | $10,891 | $8,989+21.2% | $12,068-9.8% | $7,344+48.3% |