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 | $83,690 | $89,753-6.8% | $107,525-22.2% | $84,808-1.3% |
| Participation rate | 87.7% | 68.1%+19.6pp | 75.1%+12.6pp | 68.3%+19.3pp |
| Annual return | 12.67% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,496 | $3,113-19.8% | $3,754-33.5% | $2,631-5.1% |
| Participant deferral / active EE | $6,783 | $4,056+67.2% | $5,116+32.6% | $4,212+61.1% |
| Admin fee / account holder | $2,834 | $7,222-60.8% | $8,919-68.2% | $7,344-61.4% |