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 | $51,543 | $69,207-25.5% | $64,056-19.5% | $139,434-63.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.26% | 45.88%-38.6pp | 33.69%-26.4pp | 372.94%-365.7pp |
| Employer contribution / active EE | $6,415 | $3,182+101.6% | $2,747+133.6% | $4,751+35.0% |
| Participant deferral / active EE | $2,974 | $4,682-36.5% | $3,880-23.4% | $6,710-55.7% |
| Admin fee / account holder | $16,842 | $4,244+296.8% | $3,068+448.9% | $11,403+47.7% |