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 | $139,522 | $183,592-24.0% | $155,567-10.3% | $145,959-4.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.06% | 61.24%-55.2pp | 64.74%-58.7pp | 561.95%-555.9pp |
| Employer contribution / active EE | $16,123 | $5,315+203.4% | $4,674+244.9% | $4,661+245.9% |
| Participant deferral / active EE | $6,255 | $6,464-3.2% | $5,628+11.2% | $6,689-6.5% |
| Admin fee / account holder | $1,084 | $19,318-94.4% | $15,916-93.2% | $13,398-91.9% |