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 | $130,160 | $101,069+28.8% | $81,478+59.7% | $147,584-11.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 6.76% | 32.40%-25.6pp | 38.78%-32.0pp | 578.55%-571.8pp |
| Employer contribution / active EE | $5,350 | $3,205+66.9% | $2,568+108.3% | $4,876+9.7% |
| Participant deferral / active EE | $8,445 | $4,242+99.1% | $3,537+138.8% | $5,439+55.3% |
| Admin fee / account holder | $680 | $5,812-88.3% | $4,561-85.1% | $10,885-93.8% |