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 7-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 | $149,490 | $102,317+46.1% | $146,958+1.7% | $80,856+84.9% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 11.37% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,920 | $3,713+5.6% | $4,933-20.5% | $2,755+42.3% |
| Participant deferral / active EE | $5,276 | $6,644-20.6% | $8,070-34.6% | $4,296+22.8% |
| Admin fee / account holder | $30,724 | $7,941+286.9% | $12,998+136.4% | $6,918+344.1% |