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 | $96,900 | $111,535-13.1% | $105,223-7.9% | $137,256-29.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.80% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $3,288 | $3,939-16.5% | $3,689-10.9% | $4,156-20.9% |
| Participant deferral / active EE | $4,475 | $5,500-18.6% | $5,072-11.8% | $6,407-30.1% |
| Admin fee / account holder | $16,266 | $9,721+67.3% | $8,859+83.6% | $12,270+32.6% |