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 | $89,311 | $99,985-10.7% | $146,665-39.1% | $85,850+4.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.54% | 18.93%-8.4pp | 22.74%-12.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,969 | $2,559-23.0% | $4,136-52.4% | $2,565-23.2% |
| Participant deferral / active EE | $8,820 | $4,006+120.2% | $5,506+60.2% | $3,952+123.2% |
| Admin fee / account holder | $22,486 | $7,702+191.9% | $10,280+118.7% | $6,260+259.2% |