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 | $57,685 | $98,750-41.6% | $149,696-61.5% | $79,858-27.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.45% | 27.43%-17.0pp | 276.60%-266.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,749 | $3,216-14.5% | $4,644-40.8% | $2,471+11.3% |
| Participant deferral / active EE | $9,035 | $5,680+59.1% | $6,842+32.1% | $3,740+141.6% |
| Admin fee / account holder | $19,029 | $6,053+214.4% | $9,309+104.4% | $5,306+258.6% |