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 | $187,931 | $148,534+26.5% | $135,903+38.3% | $139,434+34.8% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 0.81% | 79.19%-78.4pp | 68.23%-67.4pp | 372.94%-372.1pp |
| Employer contribution / active EE | $4,102 | $5,243-21.8% | $4,856-15.5% | $4,751-13.7% |
| Participant deferral / active EE | $9,390 | $8,100+15.9% | $7,758+21.0% | $6,710+39.9% |
| Admin fee / account holder | $53,005 | $12,400+327.5% | $10,762+392.5% | $11,403+364.9% |