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 | $172,454 | $87,013+98.2% | $106,213+62.4% | $80,856+113.3% |
| Participation rate | 96.4% | 70.4%+25.9pp | 75.3%+21.1pp | 67.6%+28.7pp |
| Annual return | 9.17% | 17.05%-7.9pp | 116.14%-107.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $7,238 | $2,395+202.2% | $3,171+128.2% | $2,755+162.7% |
| Participant deferral / active EE | $6,981 | $3,986+75.1% | $5,016+39.2% | $4,296+62.5% |
| Admin fee / account holder | $25,232 | $8,431+199.3% | $11,033+128.7% | $6,918+264.7% |