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 | $97,885 | $105,181-6.9% | $159,436-38.6% | $85,850+14.0% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.8%-8.2pp | 69.3%+5.4pp |
| Annual return | 8.33% | 45.07%-36.7pp | 263.57%-255.2pp | 318.53%-310.2pp |
| Employer contribution / active EE | $3,120 | $3,318-6.0% | $4,829-35.4% | $2,565+21.6% |
| Participant deferral / active EE | $6,454 | $5,945+8.6% | $7,352-12.2% | $3,952+63.3% |
| Admin fee / account holder | $896 | $6,933-87.1% | $10,799-91.7% | $6,260-85.7% |