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 | $85,139 | $85,202-0.1% | $172,739-50.7% | $72,985+16.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.18% | 27.32%-27.1pp | 802.84%-802.7pp | 81.00%-80.8pp |
| Employer contribution / active EE | $2,375 | $3,324-28.5% | $5,143-53.8% | $2,440-2.6% |
| Participant deferral / active EE | $4,372 | $3,260+34.1% | $5,198-15.9% | $3,607+21.2% |
| Admin fee / account holder | $7,496 | $5,884+27.4% | $13,954-46.3% | $5,124+46.3% |