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 | $76,109 | $74,888+1.6% | $71,209+6.9% | $142,382-46.5% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 12.27% | 345.14%-332.9pp | 282.51%-270.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,958 | $2,854+3.6% | $2,721+8.7% | $4,299-31.2% |
| Participant deferral / active EE | $3,855 | $4,454-13.4% | $4,175-7.7% | $6,507-40.8% |
| Admin fee / account holder | $3,953 | $5,568-29.0% | $5,349-26.1% | $12,624-68.7% |