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 | $90,564 | $159,901-43.4% | $146,958-38.4% | $145,922-37.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 7.04% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,890 | $5,286-45.3% | $4,933-41.4% | $4,660-38.0% |
| Participant deferral / active EE | $6,004 | $8,428-28.8% | $8,070-25.6% | $6,688-10.2% |
| Admin fee / account holder | $17,024 | $15,044+13.2% | $12,998+31.0% | $13,397+27.1% |