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 | $115,931 | $106,515+8.8% | $96,683+19.9% | $139,434-16.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 7.85% | 38.43%-30.6pp | 35.69%-27.8pp | 372.94%-365.1pp |
| Employer contribution / active EE | $2,290 | $4,103-44.2% | $3,737-38.7% | $4,751-51.8% |
| Participant deferral / active EE | $10,965 | $5,454+101.0% | $4,878+124.8% | $6,710+63.4% |
| Admin fee / account holder | $147,930 | $7,877+1778.0% | $6,730+2098.2% | $11,403+1197.3% |