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 | $65,592 | $40,256+62.9% | $57,343+14.4% | $59,632+10.0% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 68.7%+21.0pp |
| Annual return | -2.11% | 27.49%-29.6pp | 24.39%-26.5pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,105 | $1,922+9.5% | $2,689-21.7% | $2,203-4.4% |
| Participant deferral / active EE | $3,351 | $2,399+39.7% | $3,162+6.0% | $3,192+5.0% |
| Admin fee / account holder | $12,550 | $2,818+345.4% | $3,356+274.0% | $4,297+192.1% |