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 | $217,535 | $181,894+19.6% | $156,549+39.0% | $273,961-20.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.73% | 30.74%-28.0pp | 32.23%-29.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $9,076 | $6,248+45.3% | $5,501+65.0% | $4,869+86.4% |
| Participant deferral / active EE | $4,784 | $5,550-13.8% | $4,871-1.8% | $5,287-9.5% |
| Admin fee / account holder | $103,726 | $15,559+566.7% | $13,027+696.2% | $10,132+923.7% |