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 7-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 | $123,327 | $124,281-0.8% | $109,143+13.0% | $167,490-26.4% |
| Participation rate | 95.8% | 79.4%+16.4pp | 75.9%+20.0pp | 82.1%+13.7pp |
| Annual return | 7.88% | 26.04%-18.2pp | 25.75%-17.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $3,525 | $4,207-16.2% | $3,722-5.3% | $4,837-27.1% |
| Participant deferral / active EE | $8,037 | $5,255+52.9% | $4,653+72.7% | $6,341+26.7% |
| Admin fee / account holder | $3,415 | $7,970-57.2% | $6,752-49.4% | $12,309-72.3% |