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 | $187,426 | $179,726+4.3% | $156,263+19.9% | $142,382+31.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.70% | 77.86%-69.2pp | 59.47%-50.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4,619 | $5,069-8.9% | $4,333+6.6% | $4,299+7.4% |
| Participant deferral / active EE | $4,692 | $6,956-32.6% | $6,158-23.8% | $6,507-27.9% |
| Admin fee / account holder | $14,730 | $17,272-14.7% | $14,255+3.3% | $12,624+16.7% |