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 7-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 | $207,757 | $165,335+25.7% | $149,696+38.8% | $158,922+30.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.81% | 348.15%-351.0pp | 276.60%-279.4pp | 302.83%-305.6pp |
| Employer contribution / active EE | $4,219 | $5,103-17.3% | $4,644-9.2% | $4,761-11.4% |
| Participant deferral / active EE | $11,614 | $7,181+61.7% | $6,842+69.8% | $5,982+94.1% |
| Admin fee / account holder | $6,063 | $10,807-43.9% | $9,309-34.9% | $11,246-46.1% |