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 6-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 | $210,891 | $217,402-3.0% | $185,823+13.5% | $167,490+25.9% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 6.87% | 148.36%-141.5pp | 122.05%-115.2pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,606 | $5,873-72.6% | $5,167-68.9% | $4,837-66.8% |
| Participant deferral / active EE | $10,551 | $6,356+66.0% | $5,568+89.5% | $6,341+66.4% |
| Admin fee / account holder | $1,059 | $19,811-94.7% | $16,237-93.5% | $12,309-91.4% |