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 | $174,711 | $148,534+17.6% | $135,903+28.6% | $139,434+25.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.97% | 79.19%-71.2pp | 68.23%-60.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $4,780 | $5,243-8.8% | $4,856-1.6% | $4,751+0.6% |
| Participant deferral / active EE | $4,281 | $8,100-47.1% | $7,758-44.8% | $6,710-36.2% |
| Admin fee / account holder | $17,149 | $12,400+38.3% | $10,762+59.3% | $11,403+50.4% |