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 | $150,641 | $159,901-5.8% | $146,958+2.5% | $145,922+3.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 8.98% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,661 | $5,286-49.7% | $4,933-46.1% | $4,660-42.9% |
| Participant deferral / active EE | $5,952 | $8,428-29.4% | $8,070-26.2% | $6,688-11.0% |
| Admin fee / account holder | $2,276 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |