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 | $96,132 | $48,570+97.9% | $130,648-26.4% | $72,985+31.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 4.15% | 38.63%-34.5pp | 1708.96%-1704.8pp | 81.00%-76.9pp |
| Employer contribution / active EE | $1,137 | $1,334-14.8% | $4,092-72.2% | $2,440-53.4% |
| Participant deferral / active EE | $1,130 | $2,384-52.6% | $3,603-68.6% | $3,607-68.7% |
| Admin fee / account holder | $11,365 | $3,549+220.2% | $5,464+108.0% | $5,124+121.8% |