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 | $33,446 | $106,515-68.6% | $96,683-65.4% | $139,434-76.0% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 10.92% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $4,521 | $4,103+10.2% | $3,737+21.0% | $4,751-4.8% |
| Participant deferral / active EE | $1,965 | $5,454-64.0% | $4,878-59.7% | $6,710-70.7% |
| Admin fee / account holder | $1,122 | $7,877-85.8% | $6,730-83.3% | $11,403-90.2% |