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 | $70,838 | $62,586+13.2% | $76,768-7.7% | $64,186+10.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -20.25% | -1.95%-18.3pp | 2.43%-22.7pp | 7.63%-27.9pp |
| Employer contribution / active EE | $3,073 | $1,832+67.8% | $2,485+23.7% | $2,381+29.1% |
| Participant deferral / active EE | $2,343 | $3,145-25.5% | $3,852-39.2% | $3,470-32.5% |
| Admin fee / account holder | $14,193 | $4,667+204.1% | $6,675+112.6% | $4,888+190.4% |