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 | $127,861 | $102,966+24.2% | $90,281+41.6% | $152,861-16.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.48% | 95.16%-89.7pp | 78.10%-72.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $8,149 | $3,139+159.6% | $2,854+185.5% | $4,762+71.1% |
| Participant deferral / active EE | $1,724 | $4,281-59.7% | $3,885-55.6% | $5,850-70.5% |
| Admin fee / account holder | $4,534 | $6,171-26.5% | $5,351-15.3% | $11,596-60.9% |