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 | $122,475 | $159,602-23.3% | $150,045-18.4% | $142,382-14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.02% | 70.24%-60.2pp | 62.55%-52.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $7,707 | $4,961+55.4% | $4,693+64.2% | $4,299+79.3% |
| Participant deferral / active EE | $4,712 | $8,310-43.3% | $7,997-41.1% | $6,507-27.6% |
| Admin fee / account holder | $619 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |