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 | $144,361 | $157,256-8.2% | $141,162+2.3% | $152,861-5.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.16% | 64.32%-54.2pp | 71.39%-61.2pp | 345.32%-335.2pp |
| Employer contribution / active EE | $2,534 | $5,261-51.8% | $4,735-46.5% | $4,762-46.8% |
| Participant deferral / active EE | $5,800 | $7,109-18.4% | $6,709-13.5% | $5,850-0.9% |
| Admin fee / account holder | $25,613 | $12,120+111.3% | $10,261+149.6% | $11,596+120.9% |