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 | $126,072 | $114,381+10.2% | $107,525+17.2% | $142,382-11.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.24% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $13,712 | $4,015+241.5% | $3,754+265.3% | $4,299+218.9% |
| Participant deferral / active EE | $4,732 | $5,564-15.0% | $5,116-7.5% | $6,507-27.3% |
| Admin fee / account holder | $3,713 | $9,860-62.3% | $8,919-58.4% | $12,624-70.6% |