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 | $120,761 | $159,602-24.3% | $150,045-19.5% | $142,382-15.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 6.37% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $17,090 | $4,961+244.5% | $4,693+264.2% | $4,299+297.5% |
| Participant deferral / active EE | $9,162 | $8,310+10.2% | $7,997+14.6% | $6,507+40.8% |
| Admin fee / account holder | $190,860 | $14,846+1185.6% | $13,435+1320.6% | $12,624+1411.9% |