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 | $183,576 | $81,460+125.4% | $103,333+77.7% | $80,856+127.0% |
| Participation rate | 83.8% | 66.8%+16.9pp | 74.5%+9.3pp | 67.6%+16.1pp |
| Annual return | 9.78% | 25.55%-15.8pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,254 | $3,105-59.6% | $3,868-67.6% | $2,755-54.5% |
| Participant deferral / active EE | $8,471 | $3,869+119.0% | $5,057+67.5% | $4,296+97.2% |
| Admin fee / account holder | $19,771 | $6,566+201.1% | $8,355+136.6% | $6,918+185.8% |