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 | $187,698 | $54,541+244.1% | $78,778+138.3% | $70,131+167.6% |
| Participation rate | 85.7% | 60.8%+24.9pp | 69.2%+16.5pp | 69.5%+16.2pp |
| Annual return | 8.94% | 21.07%-12.1pp | 35.62%-26.7pp | 73.14%-64.2pp |
| Employer contribution / active EE | $2,378 | $1,089+118.4% | $1,986+19.7% | $2,342+1.5% |
| Participant deferral / active EE | $6,008 | $2,210+171.8% | $2,958+103.1% | $3,332+80.3% |
| Admin fee / account holder | $35,762 | $3,709+864.3% | $5,134+596.6% | $4,645+669.8% |