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 | $107,388 | $69,515+54.5% | $86,874+23.6% | $85,850+25.1% |
| Participation rate | 91.4% | 66.3%+25.1pp | 71.6%+19.8pp | 69.3%+22.1pp |
| Annual return | 7.05% | 20.12%-13.1pp | 63.52%-56.5pp | 318.53%-311.5pp |
| Employer contribution / active EE | $1,535 | $1,880-18.4% | $2,495-38.5% | $2,565-40.2% |
| Participant deferral / active EE | $4,849 | $2,919+66.1% | $3,699+31.1% | $3,952+22.7% |
| Admin fee / account holder | $11,913 | $5,972+99.5% | $5,828+104.4% | $6,260+90.3% |