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 | $214,813 | $176,056+22.0% | $159,436+34.7% | $167,490+28.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.02% | 331.75%-323.7pp | 263.57%-255.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $15,354 | $5,297+189.9% | $4,829+217.9% | $4,837+217.4% |
| Participant deferral / active EE | $8,445 | $7,750+9.0% | $7,352+14.9% | $6,341+33.2% |
| Admin fee / account holder | $6,890 | $12,554-45.1% | $10,799-36.2% | $12,309-44.0% |