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 | $148,217 | $185,822-20.2% | $169,993-12.8% | $139,434+6.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.41% | 60.50%-55.1pp | 53.37%-48.0pp | 372.94%-367.5pp |
| Employer contribution / active EE | $2,648 | $7,590-65.1% | $6,785-61.0% | $4,751-44.3% |
| Participant deferral / active EE | $3,951 | $11,622-66.0% | $10,408-62.0% | $6,710-41.1% |
| Admin fee / account holder | $3,493 | $15,381-77.3% | $12,815-72.7% | $11,403-69.4% |