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 | $102,494 | $106,515-3.8% | $96,683+6.0% | $139,434-26.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.19% | 38.43%-33.2pp | 35.69%-30.5pp | 372.94%-367.8pp |
| Employer contribution / active EE | $5,220 | $4,103+27.2% | $3,737+39.7% | $4,751+9.9% |
| Participant deferral / active EE | $4,365 | $5,454-20.0% | $4,878-10.5% | $6,710-34.9% |
| Admin fee / account holder | $23,481 | $7,877+198.1% | $6,730+248.9% | $11,403+105.9% |