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 | $111,993 | $183,519-39.0% | $155,509-28.0% | $145,922-23.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 7.87% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,321 | $5,313-37.5% | $4,672-28.9% | $4,660-28.7% |
| Participant deferral / active EE | $7,978 | $6,462+23.5% | $5,626+41.8% | $6,688+19.3% |
| Admin fee / account holder | $533 | $19,313-97.2% | $15,912-96.7% | $13,397-96.0% |