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 6-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 | $180,801 | $159,602+13.3% | $150,045+20.5% | $142,382+27.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.66% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $5,098 | $4,961+2.8% | $4,693+8.6% | $4,299+18.6% |
| Participant deferral / active EE | $15,500 | $8,310+86.5% | $7,997+93.8% | $6,507+138.2% |
| Admin fee / account holder | $7,753 | $14,846-47.8% | $13,435-42.3% | $12,624-38.6% |