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 | $192,784 | $102,317+88.4% | $146,958+31.2% | $80,856+138.4% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 11.64% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $10,238 | $3,713+175.7% | $4,933+107.5% | $2,755+271.6% |
| Participant deferral / active EE | $9,165 | $6,644+37.9% | $8,070+13.6% | $4,296+113.3% |
| Admin fee / account holder | $12,390 | $7,941+56.0% | $12,998-4.7% | $6,918+79.1% |