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 | $85,272 | $159,901-46.7% | $146,958-42.0% | $145,922-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.19% | 98.13%-97.9pp | 418.34%-418.1pp | 561.29%-561.1pp |
| Employer contribution / active EE | $5,513 | $5,286+4.3% | $4,933+11.8% | $4,660+18.3% |
| Participant deferral / active EE | $30,000 | $8,428+255.9% | $8,070+271.8% | $6,688+348.6% |
| Admin fee / account holder | $977 | $15,044-93.5% | $12,998-92.5% | $13,397-92.7% |