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 8-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 | $91,513 | $77,899+17.5% | $149,673-38.9% | $75,163+21.8% |
| Participation rate | 84.4% | 65.6%+18.8pp | 78.8%+5.6pp | 67.2%+17.2pp |
| Annual return | -9.64% | 31.72%-41.4pp | 134.42%-144.1pp | 160.62%-170.3pp |
| Employer contribution / active EE | $1,250 | $3,137-60.2% | $4,818-74.1% | $2,670-53.2% |
| Participant deferral / active EE | $4,006 | $3,411+17.4% | $5,680-29.5% | $4,125-2.9% |
| Admin fee / account holder | $18,421 | $5,956+209.3% | $13,210+39.4% | $5,651+226.0% |