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 | $142,121 | $104,664+35.8% | $85,682+65.9% | $167,490-15.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 3.78% | 21.45%-17.7pp | 21.49%-17.7pp | 478.56%-474.8pp |
| Employer contribution / active EE | $2,405 | $3,337-27.9% | $2,618-8.2% | $4,837-50.3% |
| Participant deferral / active EE | $9,771 | $4,824+102.5% | $3,923+149.1% | $6,341+54.1% |
| Admin fee / account holder | $5,777 | $10,032-42.4% | $6,873-16.0% | $12,309-53.1% |