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 | $125,425 | $175,202-28.4% | $149,673-16.2% | $139,434-10.0% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.4pp | 80.3%+13.8pp |
| Annual return | 7.44% | 166.71%-159.3pp | 134.42%-127.0pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,559 | $5,474-71.5% | $4,818-67.6% | $4,751-67.2% |
| Participant deferral / active EE | $4,001 | $6,519-38.6% | $5,680-29.6% | $6,710-40.4% |
| Admin fee / account holder | $1,083 | $16,150-93.3% | $13,210-91.8% | $11,403-90.5% |