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 | $119,782 | $102,317+17.1% | $146,958-18.5% | $80,856+48.1% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 9.17% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,113 | $3,713-70.0% | $4,933-77.4% | $2,755-59.6% |
| Participant deferral / active EE | $4,265 | $6,644-35.8% | $8,070-47.1% | $4,296-0.7% |
| Admin fee / account holder | $560 | $7,941-92.9% | $12,998-95.7% | $6,918-91.9% |