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 | $193,887 | $138,347+40.1% | $184,203+5.3% | $80,856+139.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.76% | 20.02%-9.3pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $7,137 | $4,850+47.1% | $6,427+11.0% | $2,755+159.1% |
| Participant deferral / active EE | $8,101 | $7,071+14.6% | $9,131-11.3% | $4,296+88.6% |
| Admin fee / account holder | $38,791 | $10,483+270.0% | $13,901+179.1% | $6,918+460.7% |