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 | $103,887 | $62,586+66.0% | $76,768+35.3% | $64,186+61.9% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -12.39% | -1.95%-10.4pp | 2.43%-14.8pp | 7.63%-20.0pp |
| Employer contribution / active EE | $2,633 | $1,832+43.7% | $2,485+6.0% | $2,381+10.6% |
| Participant deferral / active EE | $8,007 | $3,145+154.6% | $3,852+107.9% | $3,470+130.8% |
| Admin fee / account holder | $1,483 | $4,667-68.2% | $6,675-77.8% | $4,888-69.7% |