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 | $123,120 | $77,899+58.1% | $149,673-17.7% | $75,163+63.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.45% | 31.72%-19.3pp | 134.42%-122.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,042 | $3,137-34.9% | $4,818-57.6% | $2,670-23.5% |
| Participant deferral / active EE | $3,873 | $3,411+13.5% | $5,680-31.8% | $4,125-6.1% |
| Admin fee / account holder | $12,089 | $5,956+103.0% | $13,210-8.5% | $5,651+113.9% |