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 | $93,940 | $124,281-24.4% | $109,143-13.9% | $167,490-43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.04% | 26.04%-19.0pp | 25.75%-18.7pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,703 | $4,207-59.5% | $3,722-54.2% | $4,837-64.8% |
| Participant deferral / active EE | $7,111 | $5,255+35.3% | $4,653+52.8% | $6,341+12.1% |
| Admin fee / account holder | $74,150 | $7,970+830.4% | $6,752+998.2% | $12,309+502.4% |