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 | $138,194 | $99,341+39.1% | $84,750+63.1% | $273,961-49.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.03% | 22.93%-25.0pp | 22.78%-24.8pp | 41.45%-43.5pp |
| Employer contribution / active EE | $3,163 | $4,214-24.9% | $3,574-11.5% | $4,869-35.0% |
| Participant deferral / active EE | $12,934 | $4,269+203.0% | $3,712+248.5% | $5,287+144.6% |
| Admin fee / account holder | $898 | $6,644-86.5% | $5,332-83.2% | $10,132-91.1% |