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 | $114,096 | $154,228-26.0% | $145,433-21.5% | $137,256-16.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.62% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,107 | $4,804-35.3% | $4,554-31.8% | $4,156-25.3% |
| Participant deferral / active EE | $13,582 | $8,216+65.3% | $7,897+72.0% | $6,407+112.0% |
| Admin fee / account holder | $50,229 | $14,344+250.2% | $13,129+282.6% | $12,270+309.4% |