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 | $147,858 | $81,474+81.5% | $133,956+10.4% | $73,488+101.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -5.98% | 19.40%-25.4pp | 45.09%-51.1pp | 28.51%-34.5pp |
| Employer contribution / active EE | $4,294 | $2,209+94.4% | $3,919+9.6% | $2,270+89.1% |
| Participant deferral / active EE | $4,881 | $3,786+28.9% | $5,048-3.3% | $3,740+30.5% |
| Admin fee / account holder | $5,401 | $713+657.3% | $8,927-39.5% | $513+952.6% |