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 | $65,526 | $58,512+12.0% | $84,015-22.0% | $72,985-10.2% |
| Participation rate | 82.4% | 61.2%+21.1pp | 69.0%+13.3pp | 69.5%+12.9pp |
| Annual return | -0.44% | 28.93%-29.4pp | 71.31%-71.7pp | 81.00%-81.4pp |
| Employer contribution / active EE | $1,362 | $1,163+17.1% | $1,983-31.3% | $2,440-44.2% |
| Participant deferral / active EE | $2,744 | $2,394+14.6% | $3,239-15.3% | $3,607-23.9% |
| Admin fee / account holder | $5,628 | $4,569+23.2% | $6,101-7.8% | $5,124+9.8% |