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 | $103,740 | $88,672+17.0% | $105,223-1.4% | $82,448+25.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.45% | 30.86%-20.4pp | 180.65%-170.2pp | 41.64%-31.2pp |
| Employer contribution / active EE | $6,954 | $3,048+128.1% | $3,689+88.5% | $2,551+172.6% |
| Participant deferral / active EE | $4,390 | $4,036+8.8% | $5,072-13.4% | $4,139+6.1% |
| Admin fee / account holder | $7,274 | $7,146+1.8% | $8,859-17.9% | $7,234+0.5% |