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 | $153,385 | $159,901-4.1% | $146,958+4.4% | $145,922+5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.70% | 98.13%-93.4pp | 418.34%-413.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $4,072 | $5,286-23.0% | $4,933-17.5% | $4,660-12.6% |
| Participant deferral / active EE | $4,253 | $8,428-49.5% | $8,070-47.3% | $6,688-36.4% |
| Admin fee / account holder | $1,025 | $15,044-93.2% | $12,998-92.1% | $13,397-92.3% |