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 | $128,137 | $214,378-40.2% | $200,582-36.1% | $142,382-10.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.52% | 46.41%-36.9pp | 42.33%-32.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $11,430 | $6,841+67.1% | $6,419+78.1% | $4,299+165.9% |
| Participant deferral / active EE | $8,261 | $9,865-16.3% | $9,331-11.5% | $6,507+27.0% |
| Admin fee / account holder | $210,452 | $17,692+1089.5% | $16,305+1190.8% | $12,624+1567.1% |