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 | $34,401 | $117,381-70.7% | $99,443-65.4% | $152,861-77.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 2.47% | 31.87%-29.4pp | 30.72%-28.2pp | 345.32%-342.8pp |
| Employer contribution / active EE | $4,018 | $3,013+33.4% | $2,540+58.2% | $4,762-15.6% |
| Participant deferral / active EE | $4,018 | $4,086-1.7% | $3,619+11.0% | $5,850-31.3% |
| Admin fee / account holder | $12,573 | $7,631+64.8% | $6,250+101.2% | $11,596+8.4% |