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 | $204,744 | $153,772+33.1% | $133,980+52.8% | $273,961-25.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.37% | 36.51%-35.1pp | 29.30%-27.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $11,743 | $6,029+94.8% | $5,211+125.3% | $4,869+141.2% |
| Participant deferral / active EE | $11,365 | $6,958+63.3% | $6,282+80.9% | $5,287+115.0% |
| Admin fee / account holder | $1,032 | $11,765-91.2% | $9,324-88.9% | $10,132-89.8% |