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 | $113,124 | $159,934-29.3% | $147,005-23.0% | $145,959-22.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.64% | 98.24%-88.6pp | 418.76%-409.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $3,544 | $5,287-33.0% | $4,934-28.2% | $4,661-24.0% |
| Participant deferral / active EE | $14,812 | $8,427+75.8% | $8,070+83.6% | $6,689+121.5% |
| Admin fee / account holder | $93,535 | $15,053+521.4% | $13,006+619.2% | $13,398+598.1% |