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 | $93,016 | $84,233+10.4% | $170,442-45.4% | $70,131+32.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.27% | 23.06%-14.8pp | 205.93%-197.7pp | 73.14%-64.9pp |
| Employer contribution / active EE | $9,541 | $3,387+181.7% | $5,433+75.6% | $2,342+307.3% |
| Participant deferral / active EE | $5,669 | $3,086+83.7% | $4,939+14.8% | $3,332+70.2% |
| Admin fee / account holder | $51,308 | $5,698+800.5% | $13,880+269.6% | $4,645+1004.5% |