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 | $81,835 | $102,317-20.0% | $146,958-44.3% | $80,856+1.2% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 10.58% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,485 | $3,713+20.8% | $4,933-9.1% | $2,755+62.8% |
| Participant deferral / active EE | $8,972 | $6,644+35.0% | $8,070+11.2% | $4,296+108.8% |
| Admin fee / account holder | $1,524 | $7,941-80.8% | $12,998-88.3% | $6,918-78.0% |