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 | $112,889 | $61,774+82.7% | $97,226+16.1% | $80,856+39.6% |
| Participation rate | 95.6% | 63.5%+32.1pp | 72.7%+22.9pp | 67.6%+28.0pp |
| Annual return | 9.55% | -557.90%+567.5pp | 75.13%-65.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,084 | $1,837+13.5% | $2,729-23.6% | $2,755-24.4% |
| Participant deferral / active EE | $3,847 | $3,029+27.0% | $4,264-9.8% | $4,296-10.5% |
| Admin fee / account holder | $5,660 | $5,166+9.6% | $5,654+0.1% | $6,918-18.2% |