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 | $204,365 | $93,571+118.4% | $135,903+50.4% | $75,163+171.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 1.56% | 30.90%-29.3pp | 68.23%-66.7pp | 160.62%-159.1pp |
| Employer contribution / active EE | $3,140 | $3,537-11.2% | $4,856-35.3% | $2,670+17.6% |
| Participant deferral / active EE | $11,049 | $6,404+72.5% | $7,758+42.4% | $4,125+167.9% |
| Admin fee / account holder | $2,220 | $6,975-68.2% | $10,762-79.4% | $5,651-60.7% |