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 | $43,215 | $175,202-75.3% | $149,673-71.1% | $139,434-69.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.56% | 166.71%-158.1pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $5,947 | $5,474+8.6% | $4,818+23.4% | $4,751+25.2% |
| Participant deferral / active EE | $6,343 | $6,519-2.7% | $5,680+11.7% | $6,710-5.5% |
| Admin fee / account holder | $5,525 | $16,150-65.8% | $13,210-58.2% | $11,403-51.5% |