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 | $120,651 | $97,044+24.3% | $83,333+44.8% | $135,375-10.9% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -16.23% | 12.31%-28.5pp | 10.63%-26.9pp | 519.73%-536.0pp |
| Employer contribution / active EE | $1,714 | $4,143-58.6% | $3,379-49.3% | $4,779-64.1% |
| Participant deferral / active EE | $12,090 | $5,964+102.7% | $5,565+117.3% | $5,609+115.6% |
| Admin fee / account holder | $4,503 | $8,380-46.3% | $7,510-40.0% | $10,827-58.4% |