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 | $130,587 | $115,770+12.8% | $101,248+29.0% | $158,922-17.8% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 0.71% | 56.14%-55.4pp | 46.47%-45.8pp | 302.83%-302.1pp |
| Employer contribution / active EE | $774 | $4,175-81.5% | $3,660-78.8% | $4,761-83.7% |
| Participant deferral / active EE | $6,846 | $4,957+38.1% | $4,370+56.6% | $5,982+14.4% |
| Admin fee / account holder | $90,203 | $7,245+1145.0% | $5,945+1417.2% | $11,246+702.1% |