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 | $65,744 | $159,901-58.9% | $146,958-55.3% | $145,922-54.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 7.02% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $11,848 | $5,286+124.1% | $4,933+140.2% | $4,660+154.3% |
| Participant deferral / active EE | $8,149 | $8,428-3.3% | $8,070+1.0% | $6,688+21.8% |
| Admin fee / account holder | $723 | $15,044-95.2% | $12,998-94.4% | $13,397-94.6% |