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 | $85,268 | $51,175+66.6% | $70,515+20.9% | $75,163+13.4% |
| Participation rate | 95.8% | 60.9%+34.8pp | 68.3%+27.4pp | 67.2%+28.6pp |
| Annual return | 10.81% | 30.02%-19.2pp | 32.77%-22.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $5,830 | $1,826+219.3% | $2,973+96.1% | $2,670+118.4% |
| Participant deferral / active EE | $3,478 | $2,849+22.1% | $4,567-23.8% | $4,125-15.7% |
| Admin fee / account holder | $6,435 | $4,091+57.3% | $6,412+0.4% | $5,651+13.9% |