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 | $141,096 | $111,754+26.3% | $103,333+36.5% | $145,922-3.3% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 0.98% | 24.77%-23.8pp | 24.88%-23.9pp | 561.29%-560.3pp |
| Employer contribution / active EE | $15,678 | $4,212+272.2% | $3,868+305.3% | $4,660+236.5% |
| Participant deferral / active EE | $7,330 | $5,619+30.5% | $5,057+44.9% | $6,688+9.6% |
| Admin fee / account holder | $8,731 | $9,750-10.5% | $8,355+4.5% | $13,397-34.8% |