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 | $166,526 | $101,724+63.7% | $164,813+1.0% | $80,856+106.0% |
| Participation rate | 80.4% | 71.8%+8.6pp | 78.6%+1.8pp | 67.6%+12.8pp |
| Annual return | 10.13% | 16.72%-6.6pp | 69.93%-59.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,694 | $2,953-8.8% | $4,341-37.9% | $2,755-2.2% |
| Participant deferral / active EE | $8,647 | $4,477+93.1% | $6,031+43.4% | $4,296+101.3% |
| Admin fee / account holder | $13,766 | $8,227+67.3% | $12,690+8.5% | $6,918+99.0% |