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 | $170,769 | $197,591-13.6% | $177,821-4.0% | $158,922+7.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 6.36% | 58.76%-52.4pp | 48.32%-42.0pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,733 | $6,697-74.1% | $5,918-70.7% | $4,761-63.6% |
| Participant deferral / active EE | $6,935 | $8,405-17.5% | $7,714-10.1% | $5,982+15.9% |
| Admin fee / account holder | $571 | $15,399-96.3% | $12,427-95.4% | $11,246-94.9% |