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 | $127,469 | $104,251+22.3% | $91,001+40.1% | $147,584-13.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 4.92% | 27.06%-22.1pp | 4.60%+0.3pp | 578.55%-573.6pp |
| Employer contribution / active EE | $12,646 | $3,116+305.9% | $2,456+415.0% | $4,876+159.3% |
| Participant deferral / active EE | $6,969 | $4,195+66.1% | $3,547+96.4% | $5,439+28.1% |
| Admin fee / account holder | $1,003 | $8,948-88.8% | $5,417-81.5% | $10,885-90.8% |