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 | $132,187 | $210,648-37.2% | $177,989-25.7% | $145,922-9.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.59% | 385.86%-379.3pp | 294.48%-287.9pp | 561.29%-554.7pp |
| Employer contribution / active EE | $769 | $4,565-83.1% | $3,949-80.5% | $4,660-83.5% |
| Participant deferral / active EE | $7,768 | $6,958+11.7% | $6,276+23.8% | $6,688+16.2% |
| Admin fee / account holder | $34,460 | $12,013+186.9% | $10,363+232.5% | $13,397+157.2% |