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 | $96,186 | $45,073+113.4% | $69,455+38.5% | $72,985+31.8% |
| Participation rate | 76.9% | 68.5%+8.4pp | 74.6%+2.3pp | 69.5%+7.4pp |
| Annual return | 4.04% | 22.65%-18.6pp | 28.97%-24.9pp | 81.00%-77.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,629 | $2,602+77.9% | $3,535+30.9% | $3,607+28.3% |
| Admin fee / account holder | $3,678 | $3,056+20.4% | $3,839-4.2% | $5,124-28.2% |