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 | $134,984 | $183,963-26.6% | $162,163-16.8% | $152,861-11.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.65% | 150.76%-139.1pp | 115.59%-103.9pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,686 | $6,371-57.8% | $5,614-52.2% | $4,762-43.6% |
| Participant deferral / active EE | $5,105 | $8,034-36.5% | $7,298-30.1% | $5,850-12.7% |
| Admin fee / account holder | $1,527 | $13,121-88.4% | $10,843-85.9% | $11,596-86.8% |