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 | $199,857 | $142,405+40.3% | $115,157+73.6% | $152,861+30.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 4.49% | 41.48%-37.0pp | 35.60%-31.1pp | 345.32%-340.8pp |
| Employer contribution / active EE | $2,857 | $4,010-28.7% | $3,179-10.1% | $4,762-40.0% |
| Participant deferral / active EE | $5,424 | $5,164+5.0% | $4,168+30.1% | $5,850-7.3% |
| Admin fee / account holder | $20,967 | $8,462+147.8% | $7,088+195.8% | $11,596+80.8% |