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 | $80,436 | $70,669+13.8% | $169,368-52.5% | $75,163+7.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 7.24% | 36.36%-29.1pp | 405.60%-398.4pp | 160.62%-153.4pp |
| Employer contribution / active EE | $2,155 | $2,211-2.5% | $4,013-46.3% | $2,670-19.3% |
| Participant deferral / active EE | $3,306 | $4,311-23.3% | $6,221-46.9% | $4,125-19.8% |
| Admin fee / account holder | $11,828 | $5,402+118.9% | $9,003+31.4% | $5,651+109.3% |