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 | $86,831 | $68,547+26.7% | $120,354-27.9% | $80,856+7.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | -1.55% | 23.60%-25.2pp | 107.15%-108.7pp | 35.59%-37.1pp |
| Employer contribution / active EE | $4,509 | $2,051+119.8% | $3,463+30.2% | $2,755+63.7% |
| Participant deferral / active EE | $3,309 | $3,173+4.3% | $4,991-33.7% | $4,296-23.0% |
| Admin fee / account holder | $9,502 | $5,732+65.8% | $9,423+0.8% | $6,918+37.4% |