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 | $206,682 | $86,929+137.8% | $102,423+101.8% | $80,856+155.6% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 10.20% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,959 | $2,369+67.1% | $3,023+30.9% | $2,755+43.7% |
| Participant deferral / active EE | $9,214 | $4,118+123.7% | $5,053+82.3% | $4,296+114.5% |
| Admin fee / account holder | $30,215 | $8,049+275.4% | $9,451+219.7% | $6,918+336.8% |