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 | $142,957 | $198,466-28.0% | $170,442-16.1% | $147,584-3.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.26% | 257.29%-249.0pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $4,444 | $6,184-28.1% | $5,433-18.2% | $4,876-8.9% |
| Participant deferral / active EE | $4,760 | $5,629-15.5% | $4,939-3.6% | $5,439-12.5% |
| Admin fee / account holder | $7,543 | $16,852-55.2% | $13,880-45.7% | $10,885-30.7% |