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 | $70,797 | $29,660+138.7% | $56,411+25.5% | $80,856-12.4% |
| Participation rate | 90.6% | 41.6%+48.9pp | 52.5%+38.1pp | 67.6%+22.9pp |
| Annual return | 8.22% | 35.23%-27.0pp | 1701.33%-1693.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,228 | $669+83.5% | $1,039+18.3% | $2,755-55.4% |
| Participant deferral / active EE | $1,050 | $1,226-14.3% | $1,952-46.2% | $4,296-75.6% |
| Admin fee / account holder | $897 | $2,428-63.0% | $2,829-68.3% | $6,918-87.0% |