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 | $165,133 | $153,772+7.4% | $133,980+23.3% | $273,961-39.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -2.92% | 36.51%-39.4pp | 29.30%-32.2pp | 41.45%-44.4pp |
| Employer contribution / active EE | $19,602 | $6,029+225.1% | $5,211+276.1% | $4,869+302.6% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $1,215 | $11,765-89.7% | $9,324-87.0% | $10,132-88.0% |