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 | $115,595 | $65,365+76.8% | $92,893+24.4% | $72,985+58.4% |
| Participation rate | 85.4% | 68.3%+17.1pp | 76.0%+9.4pp | 69.5%+15.9pp |
| Annual return | 5.21% | 42.10%-36.9pp | 109.41%-104.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $6,110 | $2,594+135.5% | $3,653+67.3% | $2,440+150.4% |
| Participant deferral / active EE | $8,706 | $3,128+178.3% | $4,236+105.5% | $3,607+141.4% |
| Admin fee / account holder | $8,219 | $4,251+93.3% | $5,794+41.9% | $5,124+60.4% |