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 | $89,117 | $83,902+6.2% | $167,512-46.8% | $84,808+5.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 8.84% | 91.55%-82.7pp | 1615.79%-1607.0pp | 40.90%-32.1pp |
| Employer contribution / active EE | $1,913 | $2,264-15.5% | $3,882-50.7% | $2,631-27.3% |
| Participant deferral / active EE | $3,288 | $4,442-26.0% | $6,405-48.7% | $4,212-21.9% |
| Admin fee / account holder | $11,042 | $7,915+39.5% | $9,769+13.0% | $7,344+50.4% |