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 | $193,340 | $183,519+5.4% | $155,509+24.3% | $145,922+32.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.23% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,844 | $5,313-46.5% | $4,672-39.1% | $4,660-39.0% |
| Participant deferral / active EE | $9,912 | $6,462+53.4% | $5,626+76.2% | $6,688+48.2% |
| Admin fee / account holder | $93,525 | $19,313+384.3% | $15,912+487.8% | $13,397+598.1% |