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 | $93,509 | $209,411-55.3% | $178,490-47.6% | $158,922-41.2% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 4.22% | 188.75%-184.5pp | 151.07%-146.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $4,546 | $5,706-20.3% | $5,011-9.3% | $4,761-4.5% |
| Participant deferral / active EE | $12,107 | $5,954+103.3% | $5,202+132.8% | $5,982+102.4% |
| Admin fee / account holder | $85,151 | $17,074+398.7% | $13,984+508.9% | $11,246+657.2% |