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 | $166,044 | $177,572-6.5% | $154,803+7.3% | $142,382+16.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 10.47% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $10,206 | $4,810+112.2% | $4,305+137.0% | $4,299+137.4% |
| Participant deferral / active EE | $15,473 | $6,272+146.7% | $5,540+179.3% | $6,507+137.8% |
| Admin fee / account holder | $5,094 | $16,786-69.7% | $14,329-64.4% | $12,624-59.6% |