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 7-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 | $71,949 | $78,672-8.5% | $109,143-34.1% | $85,850-16.2% |
| Participation rate | 90.9% | 68.3%+22.6pp | 75.9%+15.0pp | 69.3%+21.6pp |
| Annual return | 11.24% | 25.09%-13.8pp | 25.75%-14.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,607 | $2,735-41.2% | $3,722-56.8% | $2,565-37.4% |
| Participant deferral / active EE | $4,094 | $3,467+18.1% | $4,653-12.0% | $3,952+3.6% |
| Admin fee / account holder | $13,210 | $5,469+141.5% | $6,752+95.6% | $6,260+111.0% |