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 | $120,625 | $163,101-26.0% | $136,749-11.8% | $142,382-15.3% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 8.57% | 27.54%-19.0pp | 24.33%-15.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $5,925 | $4,117+43.9% | $3,400+74.3% | $4,299+37.8% |
| Participant deferral / active EE | $6,930 | $5,585+24.1% | $4,692+47.7% | $6,507+6.5% |
| Admin fee / account holder | $57,235 | $14,318+299.7% | $11,386+402.7% | $12,624+353.4% |