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 | $79,545 | $81,208-2.0% | $98,907-19.6% | $79,858-0.4% |
| Participation rate | 98.4% | 72.5%+25.9pp | 76.0%+22.3pp | 69.6%+28.7pp |
| Annual return | 2.88% | 60.99%-58.1pp | 196.43%-193.6pp | 31.71%-28.8pp |
| Employer contribution / active EE | $3,116 | $1,960+59.0% | $2,689+15.9% | $2,471+26.1% |
| Participant deferral / active EE | $2,569 | $3,265-21.3% | $4,244-39.5% | $3,740-31.3% |
| Admin fee / account holder | $8,017 | $6,013+33.3% | $6,642+20.7% | $5,306+51.1% |