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 | $116,590 | $109,817+6.2% | $98,442+18.4% | $167,490-30.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.78% | 1956.69%-1949.9pp | 1492.73%-1485.9pp | 478.56%-471.8pp |
| Employer contribution / active EE | $4,146 | $3,224+28.6% | $2,960+40.1% | $4,837-14.3% |
| Participant deferral / active EE | $3,654 | $4,673-21.8% | $4,276-14.5% | $6,341-42.4% |
| Admin fee / account holder | $2,102 | $6,753-68.9% | $5,949-64.7% | $12,309-82.9% |