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 7-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 | $168,166 | $117,983+42.5% | $101,794+65.2% | $142,382+18.1% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 5.29% | 36.92%-31.6pp | 30.53%-25.2pp | 217.08%-211.8pp |
| Employer contribution / active EE | $2,167 | $2,773-21.9% | $2,289-5.3% | $4,299-49.6% |
| Participant deferral / active EE | $6,496 | $4,714+37.8% | $4,084+59.1% | $6,507-0.2% |
| Admin fee / account holder | $23,977 | $10,433+129.8% | $8,777+173.2% | $12,624+89.9% |