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 | $166,737 | $94,752+76.0% | $112,887+47.7% | $139,434+19.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 10.43% | 40.88%-30.4pp | 34.10%-23.7pp | 372.94%-362.5pp |
| Employer contribution / active EE | $1,910 | $4,625-58.7% | $4,563-58.1% | $4,751-59.8% |
| Participant deferral / active EE | $2,618 | $6,512-59.8% | $6,513-59.8% | $6,710-61.0% |
| Admin fee / account holder | $11,534 | $8,527+35.3% | $7,047+63.7% | $11,403+1.2% |