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 | $133,271 | $152,587-12.7% | $125,175+6.5% | $152,861-12.8% |
| Participation rate | 95.8% | 83.3%+12.5pp | 79.8%+16.1pp | 82.4%+13.4pp |
| Annual return | 7.04% | 54.84%-47.8pp | 43.79%-36.8pp | 345.32%-338.3pp |
| Employer contribution / active EE | $2,070 | $4,946-58.2% | $3,865-46.5% | $4,762-56.5% |
| Participant deferral / active EE | $6,995 | $5,868+19.2% | $4,937+41.7% | $5,850+19.6% |
| Admin fee / account holder | $17,399 | $13,434+29.5% | $9,702+79.3% | $11,596+50.0% |