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 | $188,979 | $95,453+98.0% | $112,040+68.7% | $82,448+129.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.15% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $4,134 | $2,318+78.4% | $2,954+40.0% | $2,551+62.1% |
| Participant deferral / active EE | $5,884 | $4,224+39.3% | $5,098+15.4% | $4,139+42.1% |
| Admin fee / account holder | $13,653 | $9,013+51.5% | $12,098+12.9% | $7,234+88.7% |