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 | $148,375 | $149,734-0.9% | $118,925+24.8% | $158,922-6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 3.16% | 19.95%-16.8pp | 35.88%-32.7pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,134 | $4,115-48.1% | $3,263-34.6% | $4,761-55.2% |
| Participant deferral / active EE | $7,492 | $5,223+43.4% | $4,265+75.7% | $5,982+25.2% |
| Admin fee / account holder | $2,098 | $8,603-75.6% | $6,581-68.1% | $11,246-81.3% |