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 | $84,455 | $65,365+29.2% | $92,893-9.1% | $72,985+15.7% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | -5.87% | 42.10%-48.0pp | 109.41%-115.3pp | 81.00%-86.9pp |
| Employer contribution / active EE | $8,196 | $2,594+215.9% | $3,653+124.4% | $2,440+235.9% |
| Participant deferral / active EE | $2,539 | $3,128-18.8% | $4,236-40.1% | $3,607-29.6% |
| Admin fee / account holder | $5,701 | $4,251+34.1% | $5,794-1.6% | $5,124+11.3% |