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 6-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 | $115,498 | $89,753+28.7% | $107,525+7.4% | $84,808+36.2% |
| Participation rate | 73.7% | 68.1%+5.6pp | 75.1%-1.4pp | 68.3%+5.4pp |
| Annual return | 8.40% | 29.48%-21.1pp | 181.32%-172.9pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,643 | $3,113-47.2% | $3,754-56.2% | $2,631-37.6% |
| Participant deferral / active EE | $2,193 | $4,056-45.9% | $5,116-57.1% | $4,212-47.9% |
| Admin fee / account holder | $10,598 | $7,222+46.7% | $8,919+18.8% | $7,344+44.3% |