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 | $30,155 | $165,335-81.8% | $149,696-79.9% | $158,922-81.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.44% | 348.15%-352.6pp | 276.60%-281.0pp | 302.83%-307.3pp |
| Employer contribution / active EE | $1,083 | $5,103-78.8% | $4,644-76.7% | $4,761-77.3% |
| Participant deferral / active EE | $6,362 | $7,181-11.4% | $6,842-7.0% | $5,982+6.3% |
| Admin fee / account holder | $47,302 | $10,807+337.7% | $9,309+408.1% | $11,246+320.6% |