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 | $138,891 | $95,266+45.8% | $82,389+68.6% | $142,382-2.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 6.63% | 25.74%-19.1pp | 28.67%-22.0pp | 217.08%-210.4pp |
| Employer contribution / active EE | $2,000 | $2,991-33.1% | $2,517-20.5% | $4,299-53.5% |
| Participant deferral / active EE | $2,500 | $4,809-48.0% | $4,155-39.8% | $6,507-61.6% |
| Admin fee / account holder | $14,593 | $8,563+70.4% | $7,231+101.8% | $12,624+15.6% |