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 6-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 | $152,507 | $201,272-24.2% | $184,203-17.2% | $145,922+4.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.92% | 29.00%-21.1pp | 28.81%-20.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,193 | $7,022-68.8% | $6,427-65.9% | $4,660-52.9% |
| Participant deferral / active EE | $10,825 | $9,806+10.4% | $9,131+18.5% | $6,688+61.9% |
| Admin fee / account holder | $3,497 | $16,364-78.6% | $13,901-74.8% | $13,397-73.9% |