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 | $74,241 | $93,571-20.7% | $135,903-45.4% | $75,163-1.2% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 11.55% | 30.90%-19.4pp | 68.23%-56.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $6,095 | $3,537+72.3% | $4,856+25.5% | $2,670+128.3% |
| Participant deferral / active EE | $4,141 | $6,404-35.3% | $7,758-46.6% | $4,125+0.4% |
| Admin fee / account holder | $715 | $6,975-89.8% | $10,762-93.4% | $5,651-87.4% |