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 | $107,965 | $115,770-6.7% | $101,248+6.6% | $158,922-32.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 7.14% | 56.14%-49.0pp | 46.47%-39.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $3,706 | $4,175-11.2% | $3,660+1.3% | $4,761-22.2% |
| Participant deferral / active EE | $4,853 | $4,957-2.1% | $4,370+11.0% | $5,982-18.9% |
| Admin fee / account holder | $4,028 | $7,245-44.4% | $5,945-32.3% | $11,246-64.2% |