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 | $142,916 | $135,952+5.1% | $123,892+15.4% | $273,961-47.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.07% | 56.63%-56.6pp | 47.52%-47.4pp | 41.45%-41.4pp |
| Employer contribution / active EE | $10,424 | $5,170+101.6% | $4,617+125.8% | $4,869+114.1% |
| Participant deferral / active EE | $6,169 | $6,343-2.7% | $5,984+3.1% | $5,287+16.7% |
| Admin fee / account holder | $1,911 | $9,817-80.5% | $8,357-77.1% | $10,132-81.1% |