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 | $85,560 | $54,705+56.4% | $71,209+20.2% | $84,808+0.9% |
| Participation rate | 80.8% | 64.1%+16.7pp | 73.8%+7.0pp | 68.3%+12.5pp |
| Annual return | 10.61% | 35.90%-25.3pp | 282.51%-271.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,605 | $2,158-25.6% | $2,721-41.0% | $2,631-39.0% |
| Participant deferral / active EE | $4,290 | $3,030+41.6% | $4,175+2.8% | $4,212+1.9% |
| Admin fee / account holder | $18,603 | $4,863+282.5% | $5,349+247.8% | $7,344+153.3% |