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 | $94,657 | $88,707+6.7% | $74,183+27.6% | $273,961-65.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.34% | 11.94%-10.6pp | 17.74%-16.4pp | 41.45%-40.1pp |
| Employer contribution / active EE | $4,454 | $3,159+41.0% | $2,370+87.9% | $4,869-8.5% |
| Participant deferral / active EE | $3,166 | $4,212-24.8% | $3,550-10.8% | $5,287-40.1% |
| Admin fee / account holder | $2,469 | $8,717-71.7% | $5,586-55.8% | $10,132-75.6% |