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 | $190,016 | $114,381+66.1% | $107,525+76.7% | $142,382+33.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 6.56% | 242.71%-236.2pp | 181.32%-174.8pp | 217.08%-210.5pp |
| Employer contribution / active EE | $34,666 | $4,015+763.5% | $3,754+823.6% | $4,299+706.4% |
| Participant deferral / active EE | $5,405 | $5,564-2.9% | $5,116+5.6% | $6,507-16.9% |
| Admin fee / account holder | $54,654 | $9,860+454.3% | $8,919+512.8% | $12,624+332.9% |