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 | $101,751 | $53,516+90.1% | $126,539-19.6% | $84,808+20.0% |
| Participation rate | 83.6% | 58.2%+25.4pp | 69.8%+13.8pp | 68.3%+15.3pp |
| Annual return | 8.64% | 58.34%-49.7pp | 425.95%-417.3pp | 40.90%-32.3pp |
| Employer contribution / active EE | $3,579 | $1,535+133.2% | $3,674-2.6% | $2,631+36.0% |
| Participant deferral / active EE | $2,767 | $2,671+3.6% | $4,083-32.2% | $4,212-34.3% |
| Admin fee / account holder | $11,455 | $4,497+154.7% | $6,065+88.9% | $7,344+56.0% |