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 5-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 | $111,131 | $159,602-30.4% | $150,045-25.9% | $142,382-21.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.34% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $6,539 | $4,961+31.8% | $4,693+39.3% | $4,299+52.1% |
| Participant deferral / active EE | $28,600 | $8,310+244.2% | $7,997+257.6% | $6,507+339.5% |
| Admin fee / account holder | $64,469 | $14,846+334.2% | $13,435+379.9% | $12,624+410.7% |