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 | $42,602 | $106,584-60.0% | $101,326-58.0% | $142,382-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 4.40% | 36.93%-32.5pp | 36.82%-32.4pp | 217.08%-212.7pp |
| Employer contribution / active EE | $5,392 | $3,956+36.3% | $3,665+47.1% | $4,299+25.4% |
| Participant deferral / active EE | $32,550 | $8,297+292.3% | $7,994+307.2% | $6,507+400.2% |
| Admin fee / account holder | $53,692 | $11,446+369.1% | $11,185+380.0% | $12,624+325.3% |