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 | $75,333 | $198,466-62.0% | $170,442-55.8% | $147,584-49.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.51% | 257.29%-249.8pp | 205.93%-198.4pp | 578.55%-571.0pp |
| Employer contribution / active EE | $6,500 | $6,184+5.1% | $5,433+19.6% | $4,876+33.3% |
| Participant deferral / active EE | $7,650 | $5,629+35.9% | $4,939+54.9% | $5,439+40.7% |
| Admin fee / account holder | $465 | $16,852-97.2% | $13,880-96.7% | $10,885-95.7% |