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 | $184,278 | $99,341+85.5% | $84,750+117.4% | $273,961-32.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.22% | 22.93%-24.2pp | 22.78%-24.0pp | 41.45%-42.7pp |
| Employer contribution / active EE | $17,717 | $4,214+320.5% | $3,574+395.7% | $4,869+263.9% |
| Participant deferral / active EE | $11,031 | $4,269+158.4% | $3,712+197.2% | $5,287+108.6% |
| Admin fee / account holder | $2,296 | $6,644-65.4% | $5,332-56.9% | $10,132-77.3% |