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 | $198,719 | $106,584+86.4% | $101,326+96.1% | $142,382+39.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 8.22% | 36.93%-28.7pp | 36.82%-28.6pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,456 | $3,956-37.9% | $3,665-33.0% | $4,299-42.9% |
| Participant deferral / active EE | $3,760 | $8,297-54.7% | $7,994-53.0% | $6,507-42.2% |
| Admin fee / account holder | $78,734 | $11,446+587.9% | $11,185+603.9% | $12,624+523.7% |