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 | $116,610 | $85,202+36.9% | $172,739-32.5% | $72,985+59.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.40% | 27.32%-19.9pp | 802.84%-795.4pp | 81.00%-73.6pp |
| Employer contribution / active EE | $4,584 | $3,324+37.9% | $5,143-10.9% | $2,440+87.9% |
| Participant deferral / active EE | $3,961 | $3,260+21.5% | $5,198-23.8% | $3,607+9.8% |
| Admin fee / account holder | $8,535 | $5,884+45.1% | $13,954-38.8% | $5,124+66.6% |