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 | $147,390 | $185,822-20.7% | $169,993-13.3% | $139,434+5.7% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 6.36% | 60.50%-54.1pp | 53.37%-47.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,212 | $7,590-70.9% | $6,785-67.4% | $4,751-53.4% |
| Participant deferral / active EE | $5,142 | $11,622-55.8% | $10,408-50.6% | $6,710-23.4% |
| Admin fee / account holder | $21,104 | $15,381+37.2% | $12,815+64.7% | $11,403+85.1% |