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 | $92,142 | $70,428+30.8% | $96,562-4.6% | $85,850+7.3% |
| Participation rate | 94.6% | 61.8%+32.8pp | 69.8%+24.8pp | 69.3%+25.3pp |
| Annual return | 10.10% | 18.59%-8.5pp | 37.78%-27.7pp | 318.53%-308.4pp |
| Employer contribution / active EE | $759 | $1,413-46.3% | $2,356-67.8% | $2,565-70.4% |
| Participant deferral / active EE | $1,678 | $2,894-42.0% | $3,849-56.4% | $3,952-57.5% |
| Admin fee / account holder | $4,501 | $4,997-9.9% | $6,181-27.2% | $6,260-28.1% |