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 | $87,229 | $51,638+68.9% | $68,368+27.6% | $82,448+5.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.24% | 37.53%-25.3pp | 292.57%-280.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,750 | $2,047+34.4% | $2,649+3.8% | $2,551+7.8% |
| Participant deferral / active EE | $7,220 | $2,914+147.8% | $4,123+75.1% | $4,139+74.4% |
| Admin fee / account holder | $8,986 | $4,643+93.5% | $5,150+74.5% | $7,234+24.2% |