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 | $155,729 | $159,602-2.4% | $150,045+3.8% | $142,382+9.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 4.57% | 70.24%-65.7pp | 62.55%-58.0pp | 217.08%-212.5pp |
| Employer contribution / active EE | $3,184 | $4,961-35.8% | $4,693-32.2% | $4,299-25.9% |
| Participant deferral / active EE | $2,659 | $8,310-68.0% | $7,997-66.8% | $6,507-59.1% |
| Admin fee / account holder | $221,161 | $14,846+1389.7% | $13,435+1546.2% | $12,624+1651.9% |