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 | $104,849 | $60,349+73.7% | $74,183+41.3% | $62,891+66.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.11% | 21.37%-18.3pp | 17.74%-14.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $9,000 | $1,680+435.7% | $2,370+279.7% | $2,281+294.6% |
| Participant deferral / active EE | $1,438 | $2,856-49.7% | $3,550-59.5% | $3,203-55.1% |
| Admin fee / account holder | $20,666 | $4,261+385.0% | $5,586+270.0% | $4,296+381.1% |