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 | $224,131 | $138,347+62.0% | $184,203+21.7% | $80,856+177.2% |
| Participation rate | 97.1% | 83.9%+13.2pp | 86.8%+10.3pp | 67.6%+29.5pp |
| Annual return | 10.09% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $6,707 | $4,850+38.3% | $6,427+4.3% | $2,755+143.4% |
| Participant deferral / active EE | $6,170 | $7,071-12.7% | $9,131-32.4% | $4,296+43.6% |
| Admin fee / account holder | $37,251 | $10,483+255.3% | $13,901+168.0% | $6,918+438.5% |