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 | $98,996 | $30,400+225.6% | $53,898+83.7% | $84,808+16.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 12.76% | 500.19%-487.4pp | 528.60%-515.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $125 | $603-79.2% | $932-86.5% | $2,631-95.2% |
| Participant deferral / active EE | $1,915 | $1,199+59.8% | $1,826+4.9% | $4,212-54.5% |
| Admin fee / account holder | $3,007 | $1,993+50.9% | $2,491+20.7% | $7,344-59.0% |