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 | $104,529 | $100,041+4.5% | $149,718-30.2% | $70,131+49.0% |
| Participation rate | 93.6% | 83.6%+10.0pp | 87.1%+6.5pp | 69.5%+24.1pp |
| Annual return | 12.10% | 27.43%-15.3pp | 1501.63%-1489.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $4,294 | $3,662+17.3% | $5,445-21.1% | $2,342+83.3% |
| Participant deferral / active EE | $2,955 | $4,983-40.7% | $6,569-55.0% | $3,332-11.3% |
| Admin fee / account holder | $3,579 | $8,286-56.8% | $11,283-68.3% | $4,645-23.0% |