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 | $212,842 | $135,952+56.6% | $123,892+71.8% | $273,961-22.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.10% | 56.63%-54.5pp | 47.52%-45.4pp | 41.45%-39.4pp |
| Employer contribution / active EE | $4,099 | $5,170-20.7% | $4,617-11.2% | $4,869-15.8% |
| Participant deferral / active EE | $10,326 | $6,343+62.8% | $5,984+72.5% | $5,287+95.3% |
| Admin fee / account holder | $1,672 | $9,817-83.0% | $8,357-80.0% | $10,132-83.5% |