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 | $201,822 | $88,707+127.5% | $74,183+172.1% | $273,961-26.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.30% | 11.94%-11.6pp | 17.74%-17.4pp | 41.45%-41.2pp |
| Employer contribution / active EE | $5,775 | $3,159+82.8% | $2,370+143.7% | $4,869+18.6% |
| Participant deferral / active EE | $7,571 | $4,212+79.8% | $3,550+113.3% | $5,287+43.2% |
| Admin fee / account holder | $15,974 | $8,717+83.3% | $5,586+186.0% | $10,132+57.7% |