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 | $159,924 | $176,812-9.6% | $146,665+9.0% | $167,490-4.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.15% | 24.03%-19.9pp | 22.74%-18.6pp | 478.56%-474.4pp |
| Employer contribution / active EE | $5,455 | $5,160+5.7% | $4,136+31.9% | $4,837+12.8% |
| Participant deferral / active EE | $2,762 | $6,440-57.1% | $5,506-49.8% | $6,341-56.4% |
| Admin fee / account holder | $1,030 | $13,259-92.2% | $10,280-90.0% | $12,309-91.6% |