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 | $209,225 | $80,717+159.2% | $154,803+35.2% | $84,808+146.7% |
| Participation rate | 85.3% | 66.8%+18.5pp | 78.1%+7.2pp | 68.3%+17.0pp |
| Annual return | 12.57% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,375 | $2,761+22.2% | $4,305-21.6% | $2,631+28.3% |
| Participant deferral / active EE | $12,614 | $3,303+281.9% | $5,540+127.7% | $4,212+199.5% |
| Admin fee / account holder | $21,506 | $6,746+218.8% | $14,329+50.1% | $7,344+192.8% |