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 | $92,455 | $91,538+1.0% | $129,995-28.9% | $75,163+23.0% |
| Participation rate | 80.4% | 71.4%+9.0pp | 78.5%+1.9pp | 67.2%+13.2pp |
| Annual return | 11.36% | -631.11%+642.5pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $813 | $2,845-71.4% | $4,320-81.2% | $2,670-69.5% |
| Participant deferral / active EE | $5,888 | $4,341+35.6% | $5,820+1.2% | $4,125+42.7% |
| Admin fee / account holder | $9,940 | $6,790+46.4% | $10,614-6.4% | $5,651+75.9% |