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 | $112,212 | $56,053+100.2% | $75,972+47.7% | $80,856+38.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 6.51% | 20.53%-14.0pp | 359.55%-353.0pp | 35.59%-29.1pp |
| Employer contribution / active EE | $3,778 | $1,874+101.6% | $2,685+40.7% | $2,755+37.1% |
| Participant deferral / active EE | $2,947 | $3,052-3.4% | $4,255-30.7% | $4,296-31.4% |
| Admin fee / account holder | $588 | $5,234-88.8% | $6,467-90.9% | $6,918-91.5% |