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 | $206,718 | $135,952+52.1% | $123,892+66.9% | $273,961-24.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.19% | 56.63%-54.4pp | 47.52%-45.3pp | 41.45%-39.3pp |
| Employer contribution / active EE | $2,800 | $5,170-45.8% | $4,617-39.3% | $4,869-42.5% |
| Participant deferral / active EE | $2,900 | $6,343-54.3% | $5,984-51.5% | $5,287-45.1% |
| Admin fee / account holder | $2,248 | $9,817-77.1% | $8,357-73.1% | $10,132-77.8% |