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 | $103,019 | $73,004+41.1% | $90,749+13.5% | $68,494+50.4% |
| Participation rate | 84.7% | 70.8%+13.9pp | 75.7%+9.1pp | 67.9%+16.9pp |
| Annual return | -21.99% | -13.81%-8.2pp | -12.16%-9.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,257 | $2,193+48.5% | $2,921+11.5% | $2,596+25.4% |
| Participant deferral / active EE | $5,347 | $3,627+47.4% | $4,564+17.1% | $4,027+32.8% |
| Admin fee / account holder | $14,566 | $5,896+147.1% | $8,445+72.5% | $5,403+169.6% |