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 | $86,566 | $58,577+47.8% | $83,333+3.9% | $64,186+34.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -12.10% | 9.65%-21.8pp | 10.63%-22.7pp | 7.63%-19.7pp |
| Employer contribution / active EE | $1,966 | $2,098-6.3% | $3,379-41.8% | $2,381-17.4% |
| Participant deferral / active EE | $10,388 | $4,654+123.2% | $5,565+86.7% | $3,470+199.4% |
| Admin fee / account holder | $590 | $9,275-93.6% | $7,510-92.1% | $4,888-87.9% |