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 | $92,147 | $53,516+72.2% | $126,539-27.2% | $84,808+8.7% |
| Participation rate | 86.4% | 58.2%+28.1pp | 69.8%+16.5pp | 68.3%+18.1pp |
| Annual return | 12.39% | 58.34%-46.0pp | 425.95%-413.6pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,841 | $1,535+85.1% | $3,674-22.7% | $2,631+8.0% |
| Participant deferral / active EE | $5,180 | $2,671+93.9% | $4,083+26.9% | $4,212+23.0% |
| Admin fee / account holder | $2,713 | $4,497-39.7% | $6,065-55.3% | $7,344-63.1% |