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 | $116,085 | $59,101+96.4% | $77,163+50.4% | $75,163+54.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 12.51% | 26.71%-14.2pp | 37.87%-25.4pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,392 | $1,995+70.0% | $2,535+33.8% | $2,670+27.1% |
| Participant deferral / active EE | $4,939 | $2,999+64.7% | $3,833+28.8% | $4,125+19.7% |
| Admin fee / account holder | $27,368 | $4,774+473.3% | $5,472+400.1% | $5,651+384.3% |