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 | $158,977 | $103,376+53.8% | $87,100+82.5% | $152,861+4.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 5.04% | 28.10%-23.1pp | 28.19%-23.1pp | 345.32%-340.3pp |
| Employer contribution / active EE | $2,053 | $3,220-36.3% | $2,521-18.6% | $4,762-56.9% |
| Participant deferral / active EE | $7,306 | $4,778+52.9% | $4,049+80.4% | $5,850+24.9% |
| Admin fee / account holder | $19,118 | $12,205+56.6% | $7,497+155.0% | $11,596+64.9% |