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 | $67,723 | $90,348-25.0% | $75,972-10.9% | $145,922-53.6% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 7.67% | 620.88%-613.2pp | 359.55%-351.9pp | 561.29%-553.6pp |
| Employer contribution / active EE | $2,151 | $3,311-35.0% | $2,685-19.9% | $4,660-53.8% |
| Participant deferral / active EE | $3,714 | $5,162-28.0% | $4,255-12.7% | $6,688-44.5% |
| Admin fee / account holder | $17,005 | $8,467+100.8% | $6,467+163.0% | $13,397+26.9% |