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 | $139,569 | $185,822-24.9% | $169,993-17.9% | $139,434+0.1% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 5.41% | 60.50%-55.1pp | 53.37%-48.0pp | 372.94%-367.5pp |
| Employer contribution / active EE | $3,049 | $7,590-59.8% | $6,785-55.1% | $4,751-35.8% |
| Participant deferral / active EE | $4,610 | $11,622-60.3% | $10,408-55.7% | $6,710-31.3% |
| Admin fee / account holder | $6,894 | $15,381-55.2% | $12,815-46.2% | $11,403-39.5% |