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 5-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 | $96,989 | $79,449+22.1% | $189,557-48.8% | $85,850+13.0% |
| Participation rate | 78.4% | 66.0%+12.4pp | 78.4%0pp | 69.3%+9.1pp |
| Annual return | 9.72% | 18.45%-8.7pp | 64.17%-54.5pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,689 | $2,081-18.9% | $4,412-61.7% | $2,565-34.2% |
| Participant deferral / active EE | $4,549 | $4,051+12.3% | $6,174-26.3% | $3,952+15.1% |
| Admin fee / account holder | $11,098 | $5,377+106.4% | $9,807+13.2% | $6,260+77.3% |