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 8-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 | $28,163 | $107,334-73.8% | $92,893-69.7% | $152,861-81.6% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.0%+13.5pp | 82.4%+7.0pp |
| Annual return | 8.08% | 145.58%-137.5pp | 109.41%-101.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $7,357 | $4,221+74.3% | $3,653+101.4% | $4,762+54.5% |
| Participant deferral / active EE | $4,080 | $4,845-15.8% | $4,236-3.7% | $5,850-30.3% |
| Admin fee / account holder | $852 | $7,079-88.0% | $5,794-85.3% | $11,596-92.7% |