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 | $69,630 | $232,540-70.1% | $185,117-62.4% | $147,584-52.8% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 6.29% | 43.03%-36.7pp | 40.50%-34.2pp | 578.55%-572.3pp |
| Employer contribution / active EE | $2,882 | $5,195-44.5% | $4,182-31.1% | $4,876-40.9% |
| Participant deferral / active EE | $9,302 | $5,834+59.5% | $5,045+84.4% | $5,439+71.0% |
| Admin fee / account holder | $971 | $10,275-90.6% | $8,159-88.1% | $10,885-91.1% |