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 | $110,096 | $80,717+36.4% | $154,803-28.9% | $84,808+29.8% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 8.42% | 37.96%-29.5pp | 58.88%-50.5pp | 40.90%-32.5pp |
| Employer contribution / active EE | $3,554 | $2,761+28.7% | $4,305-17.4% | $2,631+35.1% |
| Participant deferral / active EE | $5,902 | $3,303+78.7% | $5,540+6.5% | $4,212+40.1% |
| Admin fee / account holder | $42,714 | $6,746+533.2% | $14,329+198.1% | $7,344+481.6% |