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 | $166,965 | $176,056-5.2% | $159,436+4.7% | $167,490-0.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.73% | 331.75%-323.0pp | 263.57%-254.8pp | 478.56%-469.8pp |
| Employer contribution / active EE | $3,790 | $5,297-28.5% | $4,829-21.5% | $4,837-21.7% |
| Participant deferral / active EE | $7,243 | $7,750-6.5% | $7,352-1.5% | $6,341+14.2% |
| Admin fee / account holder | $48,108 | $12,554+283.2% | $10,799+345.5% | $12,309+290.8% |