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 | $102,920 | $84,233+22.2% | $170,442-39.6% | $70,131+46.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.10% | 23.06%-12.0pp | 205.93%-194.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $3,373 | $3,387-0.4% | $5,433-37.9% | $2,342+44.0% |
| Participant deferral / active EE | $7,603 | $3,086+146.4% | $4,939+53.9% | $3,332+128.2% |
| Admin fee / account holder | $10,034 | $5,698+76.1% | $13,880-27.7% | $4,645+116.0% |