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 | $129,750 | $154,228-15.9% | $145,433-10.8% | $137,256-5.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.99% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,574 | $4,804-25.6% | $4,554-21.5% | $4,156-14.0% |
| Participant deferral / active EE | $9,935 | $8,216+20.9% | $7,897+25.8% | $6,407+55.1% |
| Admin fee / account holder | $86,183 | $14,344+500.8% | $13,129+556.4% | $12,270+602.4% |