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 | $117,751 | $109,359+7.7% | $162,163-27.4% | $72,985+61.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 12.46% | 25.46%-13.0pp | 115.59%-103.1pp | 81.00%-68.5pp |
| Employer contribution / active EE | $4,958 | $3,907+26.9% | $5,614-11.7% | $2,440+103.2% |
| Participant deferral / active EE | $3,138 | $5,481-42.7% | $7,298-57.0% | $3,607-13.0% |
| Admin fee / account holder | $10,109 | $7,972+26.8% | $10,843-6.8% | $5,124+97.3% |