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 | $97,204 | $107,334-9.4% | $92,893+4.6% | $152,861-36.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.97% | 145.58%-135.6pp | 109.41%-99.4pp | 345.32%-335.4pp |
| Employer contribution / active EE | $3,362 | $4,221-20.4% | $3,653-8.0% | $4,762-29.4% |
| Participant deferral / active EE | $5,657 | $4,845+16.8% | $4,236+33.5% | $5,850-3.3% |
| Admin fee / account holder | $4,133 | $7,079-41.6% | $5,794-28.7% | $11,596-64.4% |