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 | $191,681 | $201,259-4.8% | $184,200+4.1% | $145,959+31.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.42% | 28.98%-20.6pp | 28.80%-20.4pp | 561.95%-553.5pp |
| Employer contribution / active EE | $4,733 | $7,018-32.6% | $6,424-26.3% | $4,661+1.5% |
| Participant deferral / active EE | $10,047 | $9,806+2.5% | $9,132+10.0% | $6,689+50.2% |
| Admin fee / account holder | $43,362 | $16,372+164.8% | $13,907+211.8% | $13,398+223.6% |