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 | $92,328 | $56,357+63.8% | $104,294-11.5% | $68,494+34.8% |
| Participation rate | 76.1% | 63.3%+12.8pp | 73.3%+2.8pp | 67.9%+8.2pp |
| Annual return | -20.42% | -9.19%-11.2pp | 24.61%-45.0pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,925 | $1,960+100.2% | $3,372+16.4% | $2,596+51.2% |
| Participant deferral / active EE | $8,305 | $3,077+169.9% | $4,625+79.6% | $4,027+106.2% |
| Admin fee / account holder | $12,037 | $4,903+145.5% | $7,339+64.0% | $5,403+122.8% |