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 | $139,616 | $65,703+112.5% | $94,224+48.2% | $59,632+134.1% |
| Participation rate | 97.9% | 72.1%+25.8pp | 78.8%+19.2pp | 68.7%+29.3pp |
| Annual return | -4.33% | 5.22%-9.5pp | 10.68%-15.0pp | 2041.28%-2045.6pp |
| Employer contribution / active EE | $2,394 | $2,021+18.5% | $3,587-33.3% | $2,203+8.7% |
| Participant deferral / active EE | $4,028 | $3,143+28.2% | $4,320-6.8% | $3,192+26.2% |
| Admin fee / account holder | $5,775 | $4,264+35.4% | $6,269-7.9% | $4,297+34.4% |