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 | $110,584 | $77,813+42.1% | $123,544-10.5% | $64,186+72.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.38% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,809 | $3,014-6.8% | $4,628-39.3% | $2,381+18.0% |
| Participant deferral / active EE | $8,033 | $5,240+53.3% | $6,426+25.0% | $3,470+131.5% |
| Admin fee / account holder | $8,004 | $5,519+45.0% | $9,284-13.8% | $4,888+63.7% |