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 | $72,060 | $54,705+31.7% | $71,209+1.2% | $84,808-15.0% |
| Participation rate | 96.1% | 64.1%+32.0pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 13.36% | 35.90%-22.5pp | 282.51%-269.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,259 | $2,158-41.6% | $2,721-53.7% | $2,631-52.1% |
| Participant deferral / active EE | $3,697 | $3,030+22.0% | $4,175-11.4% | $4,212-12.2% |
| Admin fee / account holder | $3,379 | $4,863-30.5% | $5,349-36.8% | $7,344-54.0% |