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 | $153,442 | $197,591-22.3% | $177,821-13.7% | $158,922-3.4% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 3.27% | 58.76%-55.5pp | 48.32%-45.1pp | 302.83%-299.6pp |
| Employer contribution / active EE | $3,820 | $6,697-43.0% | $5,918-35.5% | $4,761-19.8% |
| Participant deferral / active EE | $7,237 | $8,405-13.9% | $7,714-6.2% | $5,982+21.0% |
| Admin fee / account holder | $19,226 | $15,399+24.9% | $12,427+54.7% | $11,246+71.0% |