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 | $73,464 | $105,181-30.2% | $159,436-53.9% | $85,850-14.4% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.8%+9.2pp | 69.3%+22.7pp |
| Annual return | 7.36% | 45.07%-37.7pp | 263.57%-256.2pp | 318.53%-311.2pp |
| Employer contribution / active EE | $3,761 | $3,318+13.3% | $4,829-22.1% | $2,565+46.6% |
| Participant deferral / active EE | $7,043 | $5,945+18.5% | $7,352-4.2% | $3,952+78.2% |
| Admin fee / account holder | $70,637 | $6,933+918.8% | $10,799+554.1% | $6,260+1028.4% |