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 | $65,698 | $70,428-6.7% | $96,562-32.0% | $85,850-23.5% |
| Participation rate | 98.6% | 61.8%+36.8pp | 69.8%+28.8pp | 69.3%+29.3pp |
| Annual return | 8.13% | 18.59%-10.5pp | 37.78%-29.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,909 | $1,413+35.1% | $2,356-19.0% | $2,565-25.6% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $552 | $4,997-89.0% | $6,181-91.1% | $6,260-91.2% |