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 | $174,975 | $49,227+255.4% | $70,449+148.4% | $79,858+119.1% |
| Participation rate | 96.0% | 69.2%+26.8pp | 75.1%+20.9pp | 69.6%+26.4pp |
| Annual return | 3.14% | 30.06%-26.9pp | 109.03%-105.9pp | 31.71%-28.6pp |
| Employer contribution / active EE | $7,117 | $2,099+239.1% | $2,737+160.1% | $2,471+188.1% |
| Participant deferral / active EE | $4,324 | $2,768+56.2% | $3,709+16.6% | $3,740+15.6% |
| Admin fee / account holder | $5,420 | $2,878+88.3% | $3,845+40.9% | $5,306+2.1% |