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 | $34,439 | $148,534-76.8% | $135,903-74.7% | $139,434-75.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.70% | 79.19%-69.5pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $9,214 | $5,243+75.7% | $4,856+89.7% | $4,751+94.0% |
| Participant deferral / active EE | $10,800 | $8,100+33.3% | $7,758+39.2% | $6,710+60.9% |
| Admin fee / account holder | $11,718 | $12,400-5.5% | $10,762+8.9% | $11,403+2.8% |