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 | $167,587 | $159,602+5.0% | $150,045+11.7% | $142,382+17.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 7.53% | 70.24%-62.7pp | 62.55%-55.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,161 | $4,961-56.4% | $4,693-54.0% | $4,299-49.7% |
| Participant deferral / active EE | $7,894 | $8,310-5.0% | $7,997-1.3% | $6,507+21.3% |
| Admin fee / account holder | $1,361 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |