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 | $170,807 | $197,591-13.6% | $177,821-3.9% | $158,922+7.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.79% | 58.76%-56.0pp | 48.32%-45.5pp | 302.83%-300.0pp |
| Employer contribution / active EE | $10,693 | $6,697+59.7% | $5,918+80.7% | $4,761+124.6% |
| Participant deferral / active EE | $11,286 | $8,405+34.3% | $7,714+46.3% | $5,982+88.7% |
| Admin fee / account holder | $3,617 | $15,399-76.5% | $12,427-70.9% | $11,246-67.8% |