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 | $179,423 | $157,256+14.1% | $141,162+27.1% | $152,861+17.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.87% | 64.32%-51.5pp | 71.39%-58.5pp | 345.32%-332.4pp |
| Employer contribution / active EE | $23,479 | $5,261+346.3% | $4,735+395.9% | $4,762+393.0% |
| Participant deferral / active EE | $10,058 | $7,109+41.5% | $6,709+49.9% | $5,850+71.9% |
| Admin fee / account holder | $125,298 | $12,120+933.8% | $10,261+1121.1% | $11,596+980.5% |