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 | $123,698 | $172,478-28.3% | $145,661-15.1% | $142,382-13.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 7.76% | 151.09%-143.3pp | 101.46%-93.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $5,214 | $4,899+6.4% | $4,238+23.0% | $4,299+21.3% |
| Participant deferral / active EE | $3,885 | $8,348-53.5% | $7,198-46.0% | $6,507-40.3% |
| Admin fee / account holder | $35,806 | $16,864+112.3% | $12,466+187.2% | $12,624+183.6% |