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 | $194,752 | $198,466-1.9% | $170,442+14.3% | $147,584+32.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.94% | 257.29%-251.4pp | 205.93%-200.0pp | 578.55%-572.6pp |
| Employer contribution / active EE | $4,414 | $6,184-28.6% | $5,433-18.8% | $4,876-9.5% |
| Participant deferral / active EE | $14,014 | $5,629+148.9% | $4,939+183.7% | $5,439+157.7% |
| Admin fee / account holder | $6,653 | $16,852-60.5% | $13,880-52.1% | $10,885-38.9% |