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 | $85,283 | $54,701+55.9% | $86,188-1.0% | $71,457+19.3% |
| Participation rate | 74.0% | 60.1%+13.9pp | 69.0%+5.1pp | 67.9%+6.1pp |
| Annual return | 9.09% | 20.06%-11.0pp | 1168.45%-1159.4pp | 28.85%-19.8pp |
| Employer contribution / active EE | $2,137 | $1,265+68.9% | $2,380-10.2% | $2,588-17.4% |
| Participant deferral / active EE | $4,565 | $3,108+46.9% | $3,985+14.5% | $4,289+6.4% |
| Admin fee / account holder | $11,177 | $1,922+481.6% | $6,852+63.1% | $1,587+604.1% |