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 | $129,795 | $214,378-39.5% | $200,582-35.3% | $142,382-8.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.22% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $4,513 | $6,841-34.0% | $6,419-29.7% | $4,299+5.0% |
| Participant deferral / active EE | $11,748 | $9,865+19.1% | $9,331+25.9% | $6,507+80.5% |
| Admin fee / account holder | $7,555 | $17,692-57.3% | $16,305-53.7% | $12,624-40.2% |