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 | $141,858 | $152,587-7.0% | $125,175+13.3% | $152,861-7.2% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 7.86% | 54.84%-47.0pp | 43.79%-35.9pp | 345.32%-337.5pp |
| Employer contribution / active EE | $2,890 | $4,946-41.6% | $3,865-25.2% | $4,762-39.3% |
| Participant deferral / active EE | $7,955 | $5,868+35.6% | $4,937+61.1% | $5,850+36.0% |
| Admin fee / account holder | $3,923 | $13,434-70.8% | $9,702-59.6% | $11,596-66.2% |