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 | $220,340 | $90,503+143.5% | $78,689+180.0% | $273,961-19.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.66% | 75.60%-78.3pp | 62.18%-64.8pp | 41.45%-44.1pp |
| Employer contribution / active EE | $1,537 | $3,176-51.6% | $2,851-46.1% | $4,869-68.4% |
| Participant deferral / active EE | $6,500 | $3,901+66.6% | $3,517+84.8% | $5,287+22.9% |
| Admin fee / account holder | $638 | $5,263-87.9% | $4,510-85.9% | $10,132-93.7% |