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 | $85,739 | $46,553+84.2% | $64,056+33.9% | $75,163+14.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.27% | 26.03%-16.8pp | 33.69%-24.4pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,250 | $1,974-36.6% | $2,747-54.5% | $2,670-53.2% |
| Participant deferral / active EE | $5,957 | $2,837+110.0% | $3,880+53.5% | $4,125+44.4% |
| Admin fee / account holder | $22,660 | $2,952+667.6% | $3,068+638.5% | $5,651+301.0% |