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 | $150,176 | $116,175+29.3% | $93,606+60.4% | $152,861-1.8% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.4%+0.9pp |
| Annual return | 1.41% | 35.96%-34.6pp | 32.76%-31.4pp | 345.32%-343.9pp |
| Employer contribution / active EE | $2,203 | $3,218-31.5% | $2,718-18.9% | $4,762-53.7% |
| Participant deferral / active EE | $6,758 | $4,603+46.8% | $4,069+66.1% | $5,850+15.5% |
| Admin fee / account holder | $40,834 | $10,748+279.9% | $7,888+417.7% | $11,596+252.1% |