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 | $98,120 | $72,404+35.5% | $110,238-11.0% | $64,186+52.9% |
| Participation rate | 93.3% | 73.3%+20.0pp | 79.8%+13.5pp | 69.6%+23.8pp |
| Annual return | -8.76% | -6.29%-2.5pp | 314.74%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,004 | $2,282-56.0% | $3,826-73.8% | $2,381-57.8% |
| Participant deferral / active EE | $4,560 | $3,469+31.4% | $4,672-2.4% | $3,470+31.4% |
| Admin fee / account holder | $1,776 | $5,664-68.6% | $8,547-79.2% | $4,888-63.7% |