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 | $166,713 | $72,277+130.7% | $101,248+64.7% | $79,858+108.8% |
| Participation rate | 97.7% | 68.5%+29.2pp | 75.8%+21.9pp | 69.6%+28.0pp |
| Annual return | 7.33% | 22.30%-15.0pp | 46.47%-39.1pp | 31.71%-24.4pp |
| Employer contribution / active EE | $6,254 | $2,692+132.3% | $3,660+70.9% | $2,471+153.1% |
| Participant deferral / active EE | $7,790 | $3,282+137.4% | $4,370+78.3% | $3,740+108.3% |
| Admin fee / account holder | $14,399 | $4,400+227.2% | $5,945+142.2% | $5,306+171.4% |