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 | $249,375 | $148,534+67.9% | $135,903+83.5% | $139,434+78.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 9.10% | 79.19%-70.1pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $2,227 | $5,243-57.5% | $4,856-54.1% | $4,751-53.1% |
| Participant deferral / active EE | $7,913 | $8,100-2.3% | $7,758+2.0% | $6,710+17.9% |
| Admin fee / account holder | $20,881 | $12,400+68.4% | $10,762+94.0% | $11,403+83.1% |