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 | $168,858 | $84,233+100.5% | $170,442-0.9% | $70,131+140.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.71% | 23.06%-12.4pp | 205.93%-195.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $8,015 | $3,387+136.6% | $5,433+47.5% | $2,342+242.2% |
| Participant deferral / active EE | $3,424 | $3,086+10.9% | $4,939-30.7% | $3,332+2.8% |
| Admin fee / account holder | $3,199 | $5,698-43.9% | $13,880-77.0% | $4,645-31.1% |