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 | $238,086 | $80,717+195.0% | $154,803+53.8% | $84,808+180.7% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 12.91% | 37.96%-25.0pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $8,427 | $2,761+205.2% | $4,305+95.7% | $2,631+220.3% |
| Participant deferral / active EE | $7,942 | $3,303+140.4% | $5,540+43.3% | $4,212+88.6% |
| Admin fee / account holder | $648 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |