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 | $96,723 | $104,974-7.9% | $95,585+1.2% | $142,382-32.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -1.75% | 210.33%-212.1pp | 38.56%-40.3pp | 217.08%-218.8pp |
| Employer contribution / active EE | $2,050 | $2,779-26.2% | $2,527-18.9% | $4,299-52.3% |
| Participant deferral / active EE | $15,500 | $4,352+256.2% | $4,023+285.3% | $6,507+138.2% |
| Admin fee / account holder | $706 | $6,386-88.9% | $6,127-88.5% | $12,624-94.4% |