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 5-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 | $86,936 | $159,901-45.6% | $146,958-40.8% | $145,922-40.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 4.92% | 98.13%-93.2pp | 418.34%-413.4pp | 561.29%-556.4pp |
| Employer contribution / active EE | $3,096 | $5,286-41.4% | $4,933-37.2% | $4,660-33.6% |
| Participant deferral / active EE | $9,146 | $8,428+8.5% | $8,070+13.3% | $6,688+36.8% |
| Admin fee / account holder | $467 | $15,044-96.9% | $12,998-96.4% | $13,397-96.5% |