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 | $70,027 | $113,339-38.2% | $94,993-26.3% | $147,584-52.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 2.65% | 20.77%-18.1pp | 27.12%-24.5pp | 578.55%-575.9pp |
| Employer contribution / active EE | $2,427 | $3,160-23.2% | $2,603-6.8% | $4,876-50.2% |
| Participant deferral / active EE | $6,375 | $3,777+68.8% | $3,317+92.2% | $5,439+17.2% |
| Admin fee / account holder | $416,401 | $6,063+6768.4% | $4,960+8294.6% | $10,885+3725.4% |