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 | $141,770 | $114,381+23.9% | $107,525+31.8% | $142,382-0.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.36% | 242.71%-231.4pp | 181.32%-170.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,214 | $4,015-69.8% | $3,754-67.7% | $4,299-71.8% |
| Participant deferral / active EE | $5,770 | $5,564+3.7% | $5,116+12.8% | $6,507-11.3% |
| Admin fee / account holder | $15,362 | $9,860+55.8% | $8,919+72.2% | $12,624+21.7% |