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 | $91,876 | $65,409+40.5% | $98,442-6.7% | $85,850+7.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.55% | 21.76%-11.2pp | 1492.73%-1482.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $3,152 | $2,168+45.4% | $2,960+6.5% | $2,565+22.9% |
| Participant deferral / active EE | $5,272 | $3,166+66.5% | $4,276+23.3% | $3,952+33.4% |
| Admin fee / account holder | $768 | $4,593-83.3% | $5,949-87.1% | $6,260-87.7% |