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 | $179,783 | $176,056+2.1% | $159,436+12.8% | $167,490+7.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.50% | 331.75%-324.2pp | 263.57%-256.1pp | 478.56%-471.1pp |
| Employer contribution / active EE | $9,004 | $5,297+70.0% | $4,829+86.4% | $4,837+86.1% |
| Participant deferral / active EE | $9,075 | $7,750+17.1% | $7,352+23.4% | $6,341+43.1% |
| Admin fee / account holder | $398 | $12,554-96.8% | $10,799-96.3% | $12,309-96.8% |