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 | $104,439 | $176,812-40.9% | $146,665-28.8% | $167,490-37.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.91% | 24.03%-16.1pp | 22.74%-14.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $2,506 | $5,160-51.4% | $4,136-39.4% | $4,837-48.2% |
| Participant deferral / active EE | $6,329 | $6,440-1.7% | $5,506+15.0% | $6,341-0.2% |
| Admin fee / account holder | $75,668 | $13,259+470.7% | $10,280+636.1% | $12,309+514.7% |