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 | $132,271 | $148,534-10.9% | $135,903-2.7% | $139,434-5.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.83% | 79.19%-68.4pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $9,660 | $5,243+84.2% | $4,856+98.9% | $4,751+103.3% |
| Participant deferral / active EE | $21,168 | $8,100+161.3% | $7,758+172.9% | $6,710+215.5% |
| Admin fee / account holder | $89,840 | $12,400+624.5% | $10,762+734.8% | $11,403+687.9% |