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 | $69,783 | $185,822-62.4% | $169,993-58.9% | $139,434-50.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.71% | 60.50%-53.8pp | 53.37%-46.7pp | 372.94%-366.2pp |
| Employer contribution / active EE | $4,113 | $7,590-45.8% | $6,785-39.4% | $4,751-13.4% |
| Participant deferral / active EE | $4,499 | $11,622-61.3% | $10,408-56.8% | $6,710-33.0% |
| Admin fee / account holder | $49,475 | $15,381+221.7% | $12,815+286.1% | $11,403+333.9% |