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 | $97,322 | $78,926+23.3% | $136,749-28.8% | $84,808+14.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | -12.61% | 18.17%-30.8pp | 24.33%-36.9pp | 40.90%-53.5pp |
| Employer contribution / active EE | $4,258 | $2,134+99.5% | $3,400+25.2% | $2,631+61.8% |
| Participant deferral / active EE | $4,477 | $3,168+41.3% | $4,692-4.6% | $4,212+6.3% |
| Admin fee / account holder | $10,128 | $6,369+59.0% | $11,386-11.1% | $7,344+37.9% |