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 | $182,131 | $84,696+115.0% | $75,696+140.6% | $167,490+8.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.8%+18.5pp | 82.1%+11.2pp |
| Annual return | 7.80% | 199.36%-191.6pp | 104.53%-96.7pp | 478.56%-470.8pp |
| Employer contribution / active EE | $13,150 | $3,230+307.2% | $2,743+379.5% | $4,837+171.8% |
| Participant deferral / active EE | $5,803 | $4,580+26.7% | $3,821+51.8% | $6,341-8.5% |
| Admin fee / account holder | $3,091 | $5,355-42.3% | $3,619-14.6% | $12,309-74.9% |