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 | $84,039 | $58,694+43.2% | $142,863-41.2% | $85,850-2.1% |
| Participation rate | 91.7% | 58.5%+33.2pp | 71.9%+19.7pp | 69.3%+22.4pp |
| Annual return | 11.21% | 27.72%-16.5pp | 5637.54%-5626.3pp | 318.53%-307.3pp |
| Employer contribution / active EE | $4,289 | $1,423+201.5% | $4,144+3.5% | $2,565+67.2% |
| Participant deferral / active EE | $5,383 | $2,607+106.5% | $3,837+40.3% | $3,952+36.2% |
| Admin fee / account holder | $8,723 | $4,239+105.8% | $6,560+33.0% | $6,260+39.3% |