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 | $109,866 | $111,724-1.7% | $93,606+17.4% | $145,922-24.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.26% | 202.98%-197.7pp | 133.20%-127.9pp | 561.29%-556.0pp |
| Employer contribution / active EE | $2,415 | $3,090-21.8% | $2,420-0.2% | $4,660-48.2% |
| Participant deferral / active EE | $5,789 | $4,912+17.9% | $4,411+31.2% | $6,688-13.4% |
| Admin fee / account holder | $2,008 | $10,250-80.4% | $8,285-75.8% | $13,397-85.0% |