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 | $41,677 | $177,572-76.5% | $154,803-73.1% | $142,382-70.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.37% | 65.07%-55.7pp | 58.88%-49.5pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,758 | $4,810-21.9% | $4,305-12.7% | $4,299-12.6% |
| Participant deferral / active EE | $4,273 | $6,272-31.9% | $5,540-22.9% | $6,507-34.3% |
| Admin fee / account holder | $443 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |