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 | $169,477 | $198,466-14.6% | $170,442-0.6% | $147,584+14.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.10% | 257.29%-252.2pp | 205.93%-200.8pp | 578.55%-573.4pp |
| Employer contribution / active EE | $13,696 | $6,184+121.5% | $5,433+152.1% | $4,876+180.9% |
| Participant deferral / active EE | $8,197 | $5,629+45.6% | $4,939+66.0% | $5,439+50.7% |
| Admin fee / account holder | $1,185 | $16,852-93.0% | $13,880-91.5% | $10,885-89.1% |