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 | $30,214 | $158,398-80.9% | $126,539-76.1% | $142,382-78.8% |
| Participation rate | 93.3% | 75.8%+17.5pp | 69.8%+23.5pp | 80.1%+13.2pp |
| Annual return | 6.98% | 593.76%-586.8pp | 425.95%-419.0pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,399 | $4,650-48.4% | $3,674-34.7% | $4,299-44.2% |
| Participant deferral / active EE | $3,580 | $4,767-24.9% | $4,083-12.3% | $6,507-45.0% |
| Admin fee / account holder | $466,287 | $6,918+6640.2% | $6,065+7588.7% | $12,624+3593.7% |