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 | $30,555 | $81,248-62.4% | $155,509-80.4% | $80,856-62.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.13% | 33.31%-24.2pp | 64.67%-55.5pp | 35.59%-26.5pp |
| Employer contribution / active EE | $5,721 | $3,100+84.5% | $4,672+22.5% | $2,755+107.7% |
| Participant deferral / active EE | $3,877 | $3,452+12.3% | $5,626-31.1% | $4,296-9.7% |
| Admin fee / account holder | $418 | $7,997-94.8% | $15,912-97.4% | $6,918-94.0% |