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 | $60,827 | $54,705+11.2% | $71,209-14.6% | $84,808-28.3% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 11.07% | 35.90%-24.8pp | 282.51%-271.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,191 | $2,158+94.2% | $2,721+54.0% | $2,631+59.3% |
| Participant deferral / active EE | $2,860 | $3,030-5.6% | $4,175-31.5% | $4,212-32.1% |
| Admin fee / account holder | $4,023 | $4,863-17.3% | $5,349-24.8% | $7,344-45.2% |