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 | $137,377 | $179,726-23.6% | $156,263-12.1% | $142,382-3.5% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 7.19% | 77.86%-70.7pp | 59.47%-52.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $2,396 | $5,069-52.7% | $4,333-44.7% | $4,299-44.3% |
| Participant deferral / active EE | $5,482 | $6,956-21.2% | $6,158-11.0% | $6,507-15.8% |
| Admin fee / account holder | $28,905 | $17,272+67.4% | $14,255+102.8% | $12,624+129.0% |