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 | $126,437 | $77,813+62.5% | $123,544+2.3% | $64,186+97.0% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -9.67% | 12.48%-22.2pp | 119.20%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,603 | $3,014-13.6% | $4,628-43.8% | $2,381+9.3% |
| Participant deferral / active EE | $3,577 | $5,240-31.7% | $6,426-44.3% | $3,470+3.1% |
| Admin fee / account holder | $9,082 | $5,519+64.6% | $9,284-2.2% | $4,888+85.8% |