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 | $161,331 | $157,256+2.6% | $141,162+14.3% | $152,861+5.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 12.72% | 64.32%-51.6pp | 71.39%-58.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $27,273 | $5,261+418.4% | $4,735+476.0% | $4,762+472.7% |
| Participant deferral / active EE | $9,295 | $7,109+30.7% | $6,709+38.5% | $5,850+58.9% |
| Admin fee / account holder | $10,028 | $12,120-17.3% | $10,261-2.3% | $11,596-13.5% |