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 | $104,774 | $80,968+29.4% | $96,544+8.5% | $75,163+39.4% |
| Participation rate | 89.4% | 71.8%+17.6pp | 76.0%+13.4pp | 67.2%+22.2pp |
| Annual return | 10.85% | 27.06%-16.2pp | 25.84%-15.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $3,495 | $2,282+53.2% | $2,965+17.9% | $2,670+30.9% |
| Participant deferral / active EE | $5,041 | $3,928+28.3% | $4,851+3.9% | $4,125+22.2% |
| Admin fee / account holder | $30,043 | $6,724+346.8% | $8,252+264.1% | $5,651+431.6% |