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 | $118,882 | $76,407+55.6% | $150,298-20.9% | $82,448+44.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.90% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $7,589 | $2,614+190.3% | $4,154+82.7% | $2,551+197.5% |
| Participant deferral / active EE | $3,442 | $3,214+7.1% | $5,453-36.9% | $4,139-16.9% |
| Admin fee / account holder | $2,657 | $6,352-58.2% | $14,116-81.2% | $7,234-63.3% |