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 | $81,683 | $107,334-23.9% | $92,893-12.1% | $152,861-46.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.60% | 145.58%-142.0pp | 109.41%-105.8pp | 345.32%-341.7pp |
| Employer contribution / active EE | $1,989 | $4,221-52.9% | $3,653-45.6% | $4,762-58.2% |
| Participant deferral / active EE | $2,927 | $4,845-39.6% | $4,236-30.9% | $5,850-50.0% |
| Admin fee / account holder | $1,963 | $7,079-72.3% | $5,794-66.1% | $11,596-83.1% |