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 4-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 | $140,463 | $159,934-12.2% | $147,005-4.5% | $145,959-3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $17,082 | $5,287+223.1% | $4,934+246.2% | $4,661+266.5% |
| Participant deferral / active EE | $17,520 | $8,427+107.9% | $8,070+117.1% | $6,689+161.9% |
| Admin fee / account holder | $1,351 | $15,053-91.0% | $13,006-89.6% | $13,398-89.9% |