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 | $145,215 | $127,386+14.0% | $115,037+26.2% | $125,391+15.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.52% | 31.28%-34.8pp | 26.14%-29.7pp | 282.22%-285.7pp |
| Employer contribution / active EE | $9,117 | $5,166+76.5% | $4,608+97.9% | $4,866+87.4% |
| Participant deferral / active EE | $12,250 | $6,423+90.7% | $6,026+103.3% | $5,352+128.9% |
| Admin fee / account holder | $40,689 | $9,516+327.6% | $8,175+397.7% | $9,540+326.5% |