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 | $140,553 | $148,534-5.4% | $135,903+3.4% | $139,434+0.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.45% | 79.19%-69.7pp | 68.23%-58.8pp | 372.94%-363.5pp |
| Employer contribution / active EE | $14,455 | $5,243+175.7% | $4,856+197.7% | $4,751+204.3% |
| Participant deferral / active EE | $13,341 | $8,100+64.7% | $7,758+72.0% | $6,710+98.8% |
| Admin fee / account holder | $1,108 | $12,400-91.1% | $10,762-89.7% | $11,403-90.3% |