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 | $122,295 | $93,571+30.7% | $135,903-10.0% | $75,163+62.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.09% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $4,082 | $3,537+15.4% | $4,856-15.9% | $2,670+52.9% |
| Participant deferral / active EE | $8,518 | $6,404+33.0% | $7,758+9.8% | $4,125+106.5% |
| Admin fee / account holder | $17,115 | $6,975+145.4% | $10,762+59.0% | $5,651+202.9% |