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 | $163,823 | $116,175+41.0% | $93,606+75.0% | $152,861+7.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 3.52% | 35.96%-32.4pp | 32.76%-29.2pp | 345.32%-341.8pp |
| Employer contribution / active EE | $2,337 | $3,218-27.4% | $2,718-14.0% | $4,762-50.9% |
| Participant deferral / active EE | $4,892 | $4,603+6.3% | $4,069+20.2% | $5,850-16.4% |
| Admin fee / account holder | $10,721 | $10,748-0.2% | $7,888+35.9% | $11,596-7.6% |