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 | $118,532 | $202,318-41.4% | $172,739-31.4% | $152,861-22.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 6.58% | 1029.65%-1023.1pp | 802.84%-796.3pp | 345.32%-338.7pp |
| Employer contribution / active EE | $7,184 | $5,856+22.7% | $5,143+39.7% | $4,762+50.9% |
| Participant deferral / active EE | $2,531 | $5,948-57.5% | $5,198-51.3% | $5,850-56.7% |
| Admin fee / account holder | $6,786 | $17,109-60.3% | $13,954-51.4% | $11,596-41.5% |