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 | $97,285 | $65,685+48.1% | $57,179+70.1% | $273,961-64.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.95% | 21.99%-22.9pp | 14.59%-15.5pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,038 | $3,279-68.3% | $2,682-61.3% | $4,869-78.7% |
| Participant deferral / active EE | $11,070 | $3,782+192.7% | $3,096+257.5% | $5,287+109.4% |
| Admin fee / account holder | $2,971 | $4,835-38.6% | $3,139-5.4% | $10,132-70.7% |