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 7-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 | $114,197 | $102,828+11.1% | $105,387+8.4% | $152,861-25.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.89% | 20.85%-16.0pp | 26.82%-21.9pp | 345.32%-340.4pp |
| Employer contribution / active EE | $7,809 | $4,473+74.6% | $4,213+85.3% | $4,762+64.0% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $10,300 | $8,683+18.6% | $6,559+57.1% | $11,596-11.2% |