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 | $142,813 | $153,772-7.1% | $133,980+6.6% | $273,961-47.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.34% | 36.51%-36.2pp | 29.30%-29.0pp | 41.45%-41.1pp |
| Employer contribution / active EE | $4,350 | $6,029-27.8% | $5,211-16.5% | $4,869-10.7% |
| Participant deferral / active EE | $21,000 | $6,958+201.8% | $6,282+234.3% | $5,287+297.2% |
| Admin fee / account holder | $14,199 | $11,765+20.7% | $9,324+52.3% | $10,132+40.1% |