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 | $190,386 | $177,572+7.2% | $154,803+23.0% | $142,382+33.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.88% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $5,333 | $4,810+10.9% | $4,305+23.9% | $4,299+24.1% |
| Participant deferral / active EE | $13,000 | $6,272+107.3% | $5,540+134.6% | $6,507+99.8% |
| Admin fee / account holder | $1,907 | $16,786-88.6% | $14,329-86.7% | $12,624-84.9% |