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 | $90,616 | $72,400+25.2% | $67,502+34.2% | $145,922-37.9% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 2.89% | 7182.46%-7179.6pp | 3512.12%-3509.2pp | 561.29%-558.4pp |
| Employer contribution / active EE | $1,049 | $3,069-65.8% | $2,731-61.6% | $4,660-77.5% |
| Participant deferral / active EE | $4,227 | $4,783-11.6% | $4,000+5.7% | $6,688-36.8% |
| Admin fee / account holder | $16,040 | $5,539+189.6% | $3,998+301.2% | $13,397+19.7% |