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 | $248,461 | $175,202+41.8% | $149,673+66.0% | $139,434+78.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.67% | 166.71%-158.0pp | 134.42%-125.7pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,794 | $5,474-12.4% | $4,818-0.5% | $4,751+0.9% |
| Participant deferral / active EE | $9,031 | $6,519+38.5% | $5,680+59.0% | $6,710+34.6% |
| Admin fee / account holder | $186,319 | $16,150+1053.7% | $13,210+1310.5% | $11,403+1534.0% |