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 | $121,995 | $85,202+43.2% | $172,739-29.4% | $72,985+67.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.07% | 27.32%-21.3pp | 802.84%-796.8pp | 81.00%-74.9pp |
| Employer contribution / active EE | $6,318 | $3,324+90.1% | $5,143+22.9% | $2,440+159.0% |
| Participant deferral / active EE | $5,048 | $3,260+54.8% | $5,198-2.9% | $3,607+39.9% |
| Admin fee / account holder | $7,118 | $5,884+21.0% | $13,954-49.0% | $5,124+38.9% |