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 | $147,149 | $115,770+27.1% | $101,248+45.3% | $158,922-7.4% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 5.96% | 56.14%-50.2pp | 46.47%-40.5pp | 302.83%-296.9pp |
| Employer contribution / active EE | $8,933 | $4,175+114.0% | $3,660+144.1% | $4,761+87.6% |
| Participant deferral / active EE | $8,629 | $4,957+74.1% | $4,370+97.5% | $5,982+44.3% |
| Admin fee / account holder | $48,893 | $7,245+574.9% | $5,945+722.4% | $11,246+334.8% |