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 | $47,074 | $71,809-34.4% | $61,048-22.9% | $152,861-69.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 0.81% | 29.74%-28.9pp | 26.18%-25.4pp | 345.32%-344.5pp |
| Employer contribution / active EE | $6,642 | $4,545+46.2% | $3,716+78.7% | $4,762+39.5% |
| Participant deferral / active EE | $3,941 | $5,467-27.9% | $4,470-11.8% | $5,850-32.6% |
| Admin fee / account holder | $4,343 | $4,750-8.6% | $3,728+16.5% | $11,596-62.6% |