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 | $123,786 | $76,552+61.7% | $123,892-0.1% | $62,891+96.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.88% | 18.68%-16.8pp | 47.52%-45.6pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,969 | $2,883-31.7% | $4,617-57.3% | $2,281-13.7% |
| Participant deferral / active EE | $6,213 | $4,840+28.4% | $5,984+3.8% | $3,203+94.0% |
| Admin fee / account holder | $1,442 | $4,826-70.1% | $8,357-82.7% | $4,296-66.4% |