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 | $163,716 | $157,256+4.1% | $141,162+16.0% | $152,861+7.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 11.90% | 64.32%-52.4pp | 71.39%-59.5pp | 345.32%-333.4pp |
| Employer contribution / active EE | $2,623 | $5,261-50.1% | $4,735-44.6% | $4,762-44.9% |
| Participant deferral / active EE | $7,166 | $7,109+0.8% | $6,709+6.8% | $5,850+22.5% |
| Admin fee / account holder | $34,221 | $12,120+182.4% | $10,261+233.5% | $11,596+195.1% |