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 | $103,253 | $106,515-3.1% | $96,683+6.8% | $139,434-25.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.27% | 38.43%-30.2pp | 35.69%-27.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,576 | $4,103-61.6% | $3,737-57.8% | $4,751-66.8% |
| Participant deferral / active EE | $6,735 | $5,454+23.5% | $4,878+38.1% | $6,710+0.4% |
| Admin fee / account holder | $2,711 | $7,877-65.6% | $6,730-59.7% | $11,403-76.2% |