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 | $79,512 | $58,208+36.6% | $81,812-2.8% | $80,856-1.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.13% | 41.66%-31.5pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,858 | $2,340-20.6% | $2,912-36.2% | $2,755-32.5% |
| Participant deferral / active EE | $2,385 | $3,281-27.3% | $4,319-44.8% | $4,296-44.5% |
| Admin fee / account holder | $5,794 | $4,981+16.3% | $7,386-21.6% | $6,918-16.2% |