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 | $242,698 | $114,381+112.2% | $107,525+125.7% | $142,382+70.5% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 4.58% | 242.71%-238.1pp | 181.32%-176.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $2,567 | $4,015-36.1% | $3,754-31.6% | $4,299-40.3% |
| Participant deferral / active EE | $7,802 | $5,564+40.2% | $5,116+52.5% | $6,507+19.9% |
| Admin fee / account holder | $1,666 | $9,860-83.1% | $8,919-81.3% | $12,624-86.8% |