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 | $174,252 | $177,572-1.9% | $154,803+12.6% | $142,382+22.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.16% | 65.07%-55.9pp | 58.88%-49.7pp | 217.08%-207.9pp |
| Employer contribution / active EE | $6,807 | $4,810+41.5% | $4,305+58.1% | $4,299+58.3% |
| Participant deferral / active EE | $5,683 | $6,272-9.4% | $5,540+2.6% | $6,507-12.7% |
| Admin fee / account holder | $26,863 | $16,786+60.0% | $14,329+87.5% | $12,624+112.8% |