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 | $89,534 | $65,365+37.0% | $92,893-3.6% | $72,985+22.7% |
| Participation rate | 80.8% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.3pp |
| Annual return | 14.44% | 42.10%-27.7pp | 109.41%-95.0pp | 81.00%-66.6pp |
| Employer contribution / active EE | $1,217 | $2,594-53.1% | $3,653-66.7% | $2,440-50.1% |
| Participant deferral / active EE | $2,045 | $3,128-34.6% | $4,236-51.7% | $3,607-43.3% |
| Admin fee / account holder | $29,345 | $4,251+590.3% | $5,794+406.5% | $5,124+472.7% |