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 | $202,809 | $177,572+14.2% | $154,803+31.0% | $142,382+42.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.08% | 65.07%-55.0pp | 58.88%-48.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $19,070 | $4,810+296.4% | $4,305+342.9% | $4,299+343.6% |
| Participant deferral / active EE | $11,815 | $6,272+88.4% | $5,540+113.2% | $6,507+81.6% |
| Admin fee / account holder | $2,537 | $16,786-84.9% | $14,329-82.3% | $12,624-79.9% |