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 | $67,365 | $65,561+2.8% | $86,188-21.8% | $75,163-10.4% |
| Participation rate | 95.8% | 60.5%+35.3pp | 69.0%+26.9pp | 67.2%+28.6pp |
| Annual return | 12.30% | 46.05%-33.8pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,748 | $1,553+12.6% | $2,380-26.6% | $2,670-34.5% |
| Participant deferral / active EE | $3,674 | $3,024+21.5% | $3,985-7.8% | $4,125-10.9% |
| Admin fee / account holder | $13,502 | $5,474+146.7% | $6,852+97.1% | $5,651+138.9% |