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 | $87,913 | $83,902+4.8% | $167,512-47.5% | $84,808+3.7% |
| Participation rate | 81.6% | 66.5%+15.1pp | 77.1%+4.5pp | 68.3%+13.3pp |
| Annual return | 11.75% | 91.55%-79.8pp | 1615.79%-1604.0pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,460 | $2,264+8.7% | $3,882-36.6% | $2,631-6.5% |
| Participant deferral / active EE | $6,840 | $4,442+54.0% | $6,405+6.8% | $4,212+62.4% |
| Admin fee / account holder | $10,280 | $7,915+29.9% | $9,769+5.2% | $7,344+40.0% |