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 | $202,517 | $124,425+62.8% | $112,040+80.8% | $137,256+47.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.31% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $4,465 | $3,411+30.9% | $2,954+51.1% | $4,156+7.4% |
| Participant deferral / active EE | $2,411 | $5,718-57.8% | $5,098-52.7% | $6,407-62.4% |
| Admin fee / account holder | $11,802 | $15,207-22.4% | $12,098-2.4% | $12,270-3.8% |