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 | $66,168 | $115,770-42.8% | $101,248-34.6% | $158,922-58.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.70% | 56.14%-52.4pp | 46.47%-42.8pp | 302.83%-299.1pp |
| Employer contribution / active EE | $2,435 | $4,175-41.7% | $3,660-33.5% | $4,761-48.9% |
| Participant deferral / active EE | $4,045 | $4,957-18.4% | $4,370-7.4% | $5,982-32.4% |
| Admin fee / account holder | $1,535 | $7,245-78.8% | $5,945-74.2% | $11,246-86.4% |