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 | $103,695 | $101,069+2.6% | $81,478+27.3% | $147,584-29.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 4.43% | 32.40%-28.0pp | 38.78%-34.4pp | 578.55%-574.1pp |
| Employer contribution / active EE | $2,700 | $3,205-15.8% | $2,568+5.2% | $4,876-44.6% |
| Participant deferral / active EE | $4,500 | $4,242+6.1% | $3,537+27.2% | $5,439-17.3% |
| Admin fee / account holder | $1,530 | $5,812-73.7% | $4,561-66.5% | $10,885-85.9% |