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 | $82,160 | $61,774+33.0% | $97,226-15.5% | $80,856+1.6% |
| Participation rate | 92.5% | 63.5%+29.0pp | 72.7%+19.8pp | 67.6%+24.9pp |
| Annual return | 7.59% | -557.90%+565.5pp | 75.13%-67.5pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,837 | $1,8370% | $2,729-32.7% | $2,755-33.3% |
| Participant deferral / active EE | $7,978 | $3,029+163.4% | $4,264+87.1% | $4,296+85.7% |
| Admin fee / account holder | $10,476 | $5,166+102.8% | $5,654+85.3% | $6,918+51.4% |