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 | $165,753 | $165,335+0.3% | $149,696+10.7% | $158,922+4.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.68% | 348.15%-341.5pp | 276.60%-269.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $5,506 | $5,103+7.9% | $4,644+18.6% | $4,761+15.6% |
| Participant deferral / active EE | $10,717 | $7,181+49.2% | $6,842+56.6% | $5,982+79.1% |
| Admin fee / account holder | $2,692 | $10,807-75.1% | $9,309-71.1% | $11,246-76.1% |