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 | $107,211 | $94,529+13.4% | $140,016-23.4% | $64,186+67.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -10.77% | 7.77%-18.5pp | 651.12%-661.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $7,179 | $3,812+88.3% | $5,606+28.1% | $2,381+201.6% |
| Participant deferral / active EE | $13,918 | $5,250+165.1% | $6,927+100.9% | $3,470+301.1% |
| Admin fee / account holder | $336 | $6,741-95.0% | $10,705-96.9% | $4,888-93.1% |