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 | $249,668 | $209,411+19.2% | $178,490+39.9% | $158,922+57.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.16% | 188.75%-182.6pp | 151.07%-144.9pp | 302.83%-296.7pp |
| Employer contribution / active EE | $9,058 | $5,706+58.7% | $5,011+80.8% | $4,761+90.2% |
| Participant deferral / active EE | $7,858 | $5,954+32.0% | $5,202+51.1% | $5,982+31.4% |
| Admin fee / account holder | $6,881 | $17,074-59.7% | $13,984-50.8% | $11,246-38.8% |