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 | $109,720 | $117,983-7.0% | $101,794+7.8% | $142,382-22.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 7.96% | 36.92%-29.0pp | 30.53%-22.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $4,021 | $2,773+45.0% | $2,289+75.7% | $4,299-6.5% |
| Participant deferral / active EE | $4,326 | $4,714-8.2% | $4,084+5.9% | $6,507-33.5% |
| Admin fee / account holder | $5,310 | $10,433-49.1% | $8,777-39.5% | $12,624-57.9% |