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 | $197,246 | $109,413+80.3% | $156,263+26.2% | $84,808+132.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.57% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $5,324 | $2,907+83.1% | $4,333+22.9% | $2,631+102.4% |
| Participant deferral / active EE | $4,416 | $4,590-3.8% | $6,158-28.3% | $4,212+4.9% |
| Admin fee / account holder | $26,494 | $9,357+183.2% | $14,255+85.9% | $7,344+260.8% |