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 | $123,305 | $85,022+45.0% | $70,515+74.9% | $139,434-11.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 7.33% | 30.38%-23.1pp | 32.77%-25.4pp | 372.94%-365.6pp |
| Employer contribution / active EE | $15,930 | $3,909+307.5% | $2,973+435.8% | $4,751+235.3% |
| Participant deferral / active EE | $9,635 | $5,890+63.6% | $4,567+111.0% | $6,710+43.6% |
| Admin fee / account holder | $1,099 | $8,906-87.7% | $6,412-82.9% | $11,403-90.4% |