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 | $57,679 | $183,519-68.6% | $155,509-62.9% | $145,922-60.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 5.49% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.8pp |
| Employer contribution / active EE | $7,028 | $5,313+32.3% | $4,672+50.4% | $4,660+50.8% |
| Participant deferral / active EE | $5,740 | $6,462-11.2% | $5,626+2.0% | $6,688-14.2% |
| Admin fee / account holder | $193,835 | $19,313+903.6% | $15,912+1118.2% | $13,397+1346.9% |