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 | $216,184 | $103,376+109.1% | $87,100+148.2% | $152,861+41.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 4.43% | 28.10%-23.7pp | 28.19%-23.8pp | 345.32%-340.9pp |
| Employer contribution / active EE | $3,301 | $3,220+2.5% | $2,521+30.9% | $4,762-30.7% |
| Participant deferral / active EE | $5,613 | $4,778+17.5% | $4,049+38.6% | $5,850-4.1% |
| Admin fee / account holder | $18,838 | $12,205+54.3% | $7,497+151.3% | $11,596+62.4% |