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 | $162,170 | $209,411-22.6% | $178,490-9.1% | $158,922+2.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 6.09% | 188.75%-182.7pp | 151.07%-145.0pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,755 | $5,706-69.2% | $5,011-65.0% | $4,761-63.1% |
| Participant deferral / active EE | $6,100 | $5,954+2.4% | $5,202+17.3% | $5,982+2.0% |
| Admin fee / account holder | $5,181 | $17,074-69.7% | $13,984-63.0% | $11,246-53.9% |