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 | $175,840 | $80,968+117.2% | $96,544+82.1% | $75,163+133.9% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.7pp | 67.2%+17.4pp |
| Annual return | 12.22% | 27.06%-14.8pp | 25.84%-13.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $4,098 | $2,282+79.6% | $2,965+38.2% | $2,670+53.5% |
| Participant deferral / active EE | $8,506 | $3,928+116.6% | $4,851+75.4% | $4,125+106.2% |
| Admin fee / account holder | $43,188 | $6,724+542.3% | $8,252+423.3% | $5,651+664.3% |