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 | $97,714 | $58,927+65.8% | $76,817+27.2% | $72,985+33.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 0.39% | 2305.64%-2305.3pp | 1166.11%-1165.7pp | 81.00%-80.6pp |
| Employer contribution / active EE | $2,031 | $1,787+13.7% | $2,302-11.8% | $2,440-16.7% |
| Participant deferral / active EE | $1,890 | $2,690-29.8% | $3,336-43.4% | $3,607-47.6% |
| Admin fee / account holder | $364 | $4,013-90.9% | $6,420-94.3% | $5,124-92.9% |