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 | $120,502 | $61,660+95.4% | $80,019+50.6% | $64,186+87.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -16.29% | -0.33%-16.0pp | 11.22%-27.5pp | 7.63%-23.9pp |
| Employer contribution / active EE | $4,130 | $1,810+128.1% | $2,468+67.4% | $2,381+73.5% |
| Participant deferral / active EE | $10,224 | $2,968+244.5% | $3,686+177.4% | $3,470+194.7% |
| Admin fee / account holder | $6,393 | $5,417+18.0% | $6,521-2.0% | $4,888+30.8% |