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 | $88,373 | $86,286+2.4% | $111,297-20.6% | $85,850+2.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.44% | 19.99%-13.5pp | 54.65%-48.2pp | 318.53%-312.1pp |
| Employer contribution / active EE | $1,226 | $2,043-40.0% | $2,731-55.1% | $2,565-52.2% |
| Participant deferral / active EE | $2,907 | $3,641-20.1% | $4,487-35.2% | $3,952-26.4% |
| Admin fee / account holder | $1,851 | $8,188-77.4% | $7,964-76.8% | $6,260-70.4% |