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 | $157,065 | $165,335-5.0% | $149,696+4.9% | $158,922-1.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 4.97% | 348.15%-343.2pp | 276.60%-271.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,547 | $5,103-50.1% | $4,644-45.2% | $4,761-46.5% |
| Participant deferral / active EE | $9,486 | $7,181+32.1% | $6,842+38.7% | $5,982+58.6% |
| Admin fee / account holder | $31,521 | $10,807+191.7% | $9,309+238.6% | $11,246+180.3% |