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 | $138,511 | $214,378-35.4% | $200,582-30.9% | $142,382-2.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.92% | 46.41%-36.5pp | 42.33%-32.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,494 | $6,841-63.5% | $6,419-61.1% | $4,299-42.0% |
| Participant deferral / active EE | $3,958 | $9,865-59.9% | $9,331-57.6% | $6,507-39.2% |
| Admin fee / account holder | $1,544 | $17,692-91.3% | $16,305-90.5% | $12,624-87.8% |