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 | $85,683 | $72,012+19.0% | $185,823-53.9% | $79,858+7.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 3.48% | 23.12%-19.6pp | 35.95%-32.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $6,410 | $1,965+226.3% | $4,087+56.8% | $2,471+159.4% |
| Participant deferral / active EE | $5,057 | $3,779+33.8% | $5,632-10.2% | $3,740+35.2% |
| Admin fee / account holder | $472 | $4,513-89.5% | $9,500-95.0% | $5,306-91.1% |