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 | $142,301 | $105,998+34.2% | $92,233+54.3% | $147,584-3.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 4.16% | 50.05%-45.9pp | 176.28%-172.1pp | 578.55%-574.4pp |
| Employer contribution / active EE | $2,776 | $4,333-35.9% | $3,679-24.5% | $4,876-43.1% |
| Participant deferral / active EE | $6,650 | $4,478+48.5% | $3,897+70.7% | $5,439+22.3% |
| Admin fee / account holder | $19,473 | $6,332+207.5% | $5,194+275.0% | $10,885+78.9% |