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 | $197,069 | $74,888+163.2% | $71,209+176.7% | $142,382+38.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.11% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,587 | $2,854-44.4% | $2,721-41.7% | $4,299-63.1% |
| Participant deferral / active EE | $8,865 | $4,454+99.0% | $4,175+112.3% | $6,507+36.2% |
| Admin fee / account holder | $1,988 | $5,568-64.3% | $5,349-62.8% | $12,624-84.3% |