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 | $60,487 | $100,773-40.0% | $88,946-32.0% | $142,382-57.5% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.8%+21.6pp | 80.1%+10.4pp |
| Annual return | 9.81% | 70.18%-60.4pp | 57.82%-48.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $4,334 | $2,918+48.5% | $2,555+69.6% | $4,299+0.8% |
| Participant deferral / active EE | $5,495 | $5,230+5.1% | $4,581+19.9% | $6,507-15.6% |
| Admin fee / account holder | $52,589 | $9,693+442.5% | $8,261+536.6% | $12,624+316.6% |