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 | $111,774 | $89,355+25.1% | $141,162-20.8% | $72,985+53.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.43% | 111.85%-94.4pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $3,816 | $3,114+22.5% | $4,735-19.4% | $2,440+56.4% |
| Participant deferral / active EE | $6,016 | $5,418+11.0% | $6,709-10.3% | $3,607+66.8% |
| Admin fee / account holder | $11,170 | $5,958+87.5% | $10,261+8.9% | $5,124+118.0% |