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 | $218,227 | $232,540-6.2% | $185,117+17.9% | $147,584+47.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.70% | 43.03%-37.3pp | 40.50%-34.8pp | 578.55%-572.8pp |
| Employer contribution / active EE | $1,164 | $5,195-77.6% | $4,182-72.2% | $4,876-76.1% |
| Participant deferral / active EE | $4,650 | $5,834-20.3% | $5,045-7.8% | $5,439-14.5% |
| Admin fee / account holder | $2,846 | $10,275-72.3% | $8,159-65.1% | $10,885-73.9% |