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 8-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 | $166,075 | $159,602+4.1% | $150,045+10.7% | $142,382+16.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.10% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $21,477 | $4,961+332.9% | $4,693+357.6% | $4,299+399.6% |
| Participant deferral / active EE | $20,842 | $8,310+150.8% | $7,997+160.6% | $6,507+220.3% |
| Admin fee / account holder | $6,652 | $14,846-55.2% | $13,435-50.5% | $12,624-47.3% |