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 | $184,237 | $117,381+57.0% | $99,443+85.3% | $152,861+20.5% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 2.87% | 31.87%-29.0pp | 30.72%-27.9pp | 345.32%-342.5pp |
| Employer contribution / active EE | $6,236 | $3,013+107.0% | $2,540+145.5% | $4,762+30.9% |
| Participant deferral / active EE | $4,440 | $4,086+8.7% | $3,619+22.7% | $5,850-24.1% |
| Admin fee / account holder | $1,619 | $7,631-78.8% | $6,250-74.1% | $11,596-86.0% |