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 | $92,231 | $55,706+65.6% | $75,886+21.5% | $72,985+26.4% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.3%+26.7pp | 69.5%+26.5pp |
| Annual return | 13.17% | 27.59%-14.4pp | 30.76%-17.6pp | 81.00%-67.8pp |
| Employer contribution / active EE | $8,874 | $1,687+426.2% | $2,500+254.9% | $2,440+263.7% |
| Participant deferral / active EE | $1,937 | $2,634-26.5% | $3,603-46.2% | $3,607-46.3% |
| Admin fee / account holder | $3,719 | $3,978-6.5% | $5,418-31.4% | $5,124-27.4% |