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 | $100,143 | $117,841-15.0% | $102,423-2.2% | $145,922-31.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.86% | 31.65%-24.8pp | 29.32%-22.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $7,520 | $3,615+108.0% | $3,023+148.7% | $4,660+61.4% |
| Participant deferral / active EE | $5,624 | $5,731-1.9% | $5,053+11.3% | $6,688-15.9% |
| Admin fee / account holder | $10,030 | $13,326-24.7% | $9,451+6.1% | $13,397-25.1% |