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 9-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 | $122,179 | $138,347-11.7% | $184,203-33.7% | $80,856+51.1% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 9.67% | 20.02%-10.4pp | 28.81%-19.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $6,050 | $4,850+24.7% | $6,427-5.9% | $2,755+119.6% |
| Participant deferral / active EE | $11,902 | $7,071+68.3% | $9,131+30.3% | $4,296+177.1% |
| Admin fee / account holder | $14,795 | $10,483+41.1% | $13,901+6.4% | $6,918+113.9% |