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 | $80,029 | $67,606+18.4% | $82,313-2.8% | $70,131+14.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.13% | 21.57%-9.4pp | 25.88%-13.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $7,432 | $1,755+323.5% | $2,428+206.1% | $2,342+217.3% |
| Participant deferral / active EE | $4,215 | $2,987+41.1% | $3,706+13.7% | $3,332+26.5% |
| Admin fee / account holder | $2,534 | $4,512-43.8% | $5,608-54.8% | $4,645-45.4% |