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 | $95,257 | $95,803-0.6% | $113,168-15.8% | $84,808+12.3% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 4.17% | 25.00%-20.8pp | 24.27%-20.1pp | 40.90%-36.7pp |
| Employer contribution / active EE | $7,836 | $2,360+232.1% | $2,975+163.4% | $2,631+197.9% |
| Participant deferral / active EE | $2,297 | $4,242-45.9% | $5,107-55.0% | $4,212-45.5% |
| Admin fee / account holder | $74,546 | $8,989+729.3% | $12,068+517.7% | $7,344+915.1% |