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 | $53,980 | $175,202-69.2% | $149,673-63.9% | $139,434-61.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.94% | 166.71%-158.8pp | 134.42%-126.5pp | 372.94%-365.0pp |
| Employer contribution / active EE | $3,668 | $5,474-33.0% | $4,818-23.9% | $4,751-22.8% |
| Participant deferral / active EE | $7,661 | $6,519+17.5% | $5,680+34.9% | $6,710+14.2% |
| Admin fee / account holder | $95,737 | $16,150+492.8% | $13,210+624.7% | $11,403+739.6% |