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 | $205,450 | $148,534+38.3% | $135,903+51.2% | $139,434+47.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.97% | 79.19%-71.2pp | 68.23%-60.3pp | 372.94%-365.0pp |
| Employer contribution / active EE | $3,537 | $5,243-32.5% | $4,856-27.2% | $4,751-25.6% |
| Participant deferral / active EE | $9,786 | $8,100+20.8% | $7,758+26.1% | $6,710+45.8% |
| Admin fee / account holder | $3,318 | $12,400-73.2% | $10,762-69.2% | $11,403-70.9% |