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 | $114,685 | $48,795+135.0% | $65,493+75.1% | $84,808+35.2% |
| Participation rate | 93.3% | 67.0%+26.4pp | 73.1%+20.2pp | 68.3%+25.0pp |
| Annual return | 11.36% | 20.20%-8.8pp | 982.45%-971.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,674 | $1,930-13.2% | $2,574-35.0% | $2,631-36.4% |
| Participant deferral / active EE | $6,057 | $2,928+106.8% | $3,961+52.9% | $4,212+43.8% |
| Admin fee / account holder | $7,640 | $3,877+97.1% | $5,028+51.9% | $7,344+4.0% |