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 | $78,382 | $54,705+43.3% | $71,209+10.1% | $84,808-7.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.71% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,700 | $2,158+71.5% | $2,721+36.0% | $2,631+40.6% |
| Participant deferral / active EE | $7,682 | $3,030+153.5% | $4,175+84.0% | $4,212+82.4% |
| Admin fee / account holder | $6,118 | $4,863+25.8% | $5,349+14.4% | $7,344-16.7% |