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 | $198,912 | $217,402-8.5% | $185,823+7.0% | $167,490+18.8% |
| Participation rate | 95.5% | 86.0%+9.4pp | 81.7%+13.8pp | 82.1%+13.3pp |
| Annual return | 8.10% | 148.36%-140.3pp | 122.05%-114.0pp | 478.56%-470.5pp |
| Employer contribution / active EE | $6,439 | $5,873+9.6% | $5,167+24.6% | $4,837+33.1% |
| Participant deferral / active EE | $6,454 | $6,356+1.5% | $5,568+15.9% | $6,341+1.8% |
| Admin fee / account holder | $78,502 | $19,811+296.3% | $16,237+383.5% | $12,309+537.8% |