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 | $134,163 | $165,335-18.9% | $149,696-10.4% | $158,922-15.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 6.23% | 348.15%-341.9pp | 276.60%-270.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,742 | $5,103-46.3% | $4,644-41.0% | $4,761-42.4% |
| Participant deferral / active EE | $6,752 | $7,181-6.0% | $6,842-1.3% | $5,982+12.9% |
| Admin fee / account holder | $125,440 | $10,807+1060.8% | $9,309+1247.6% | $11,246+1015.4% |