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 | $87,530 | $49,915+75.4% | $154,803-43.5% | $74,304+17.8% |
| Participation rate | 94.1% | 54.0%+40.2pp | 78.1%+16.0pp | 60.3%+33.8pp |
| Annual return | 10.88% | 34.06%-23.2pp | 58.88%-48.0pp | 29.43%-18.5pp |
| Employer contribution / active EE | $3,257 | $1,611+102.2% | $4,305-24.3% | $2,241+45.3% |
| Participant deferral / active EE | $4,180 | $2,255+85.4% | $5,540-24.6% | $3,767+11.0% |
| Admin fee / account holder | $7,018 | $2,189+220.6% | $14,329-51.0% | $2,969+136.4% |