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 | $162,893 | $81,208+100.6% | $98,907+64.7% | $79,858+104.0% |
| Participation rate | 96.2% | 72.5%+23.6pp | 76.0%+20.1pp | 69.6%+26.5pp |
| Annual return | 3.51% | 60.99%-57.5pp | 196.43%-192.9pp | 31.71%-28.2pp |
| Employer contribution / active EE | $464 | $1,960-76.3% | $2,689-82.8% | $2,471-81.2% |
| Participant deferral / active EE | $3,512 | $3,265+7.6% | $4,244-17.2% | $3,740-6.1% |
| Admin fee / account holder | $5,240 | $6,013-12.9% | $6,642-21.1% | $5,306-1.2% |