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 5-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 | $209,967 | $165,335+27.0% | $149,696+40.3% | $158,922+32.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.39% | 348.15%-341.8pp | 276.60%-270.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,315 | $5,103-35.0% | $4,644-28.6% | $4,761-30.4% |
| Participant deferral / active EE | $4,225 | $7,181-41.2% | $6,842-38.2% | $5,982-29.4% |
| Admin fee / account holder | $17,210 | $10,807+59.3% | $9,309+84.9% | $11,246+53.0% |