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 | $94,776 | $72,404+30.9% | $110,238-14.0% | $64,186+47.7% |
| Participation rate | 94.2% | 73.3%+20.9pp | 79.8%+14.4pp | 69.6%+24.7pp |
| Annual return | -7.82% | -6.29%-1.5pp | 314.74%-322.6pp | 7.63%-15.4pp |
| Employer contribution / active EE | $801 | $2,282-64.9% | $3,826-79.1% | $2,381-66.3% |
| Participant deferral / active EE | $5,920 | $3,469+70.6% | $4,672+26.7% | $3,470+70.6% |
| Admin fee / account holder | $15,017 | $5,664+165.1% | $8,547+75.7% | $4,888+207.2% |