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 | $185,693 | $109,413+69.7% | $156,263+18.8% | $84,808+119.0% |
| Participation rate | 89.4% | 72.7%+16.7pp | 78.9%+10.5pp | 68.3%+21.1pp |
| Annual return | 11.85% | 20.18%-8.3pp | 59.47%-47.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $5,535 | $2,907+90.4% | $4,333+27.7% | $2,631+110.4% |
| Participant deferral / active EE | $5,683 | $4,590+23.8% | $6,158-7.7% | $4,212+34.9% |
| Admin fee / account holder | $47,337 | $9,357+405.9% | $14,255+232.1% | $7,344+544.6% |