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 | $32,509 | $104,907-69.0% | $84,611-61.6% | $152,861-78.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 6.25% | 373.79%-367.5pp | 258.74%-252.5pp | 345.32%-339.1pp |
| Employer contribution / active EE | $2,223 | $3,302-32.7% | $2,652-16.2% | $4,762-53.3% |
| Participant deferral / active EE | $5,898 | $4,688+25.8% | $3,899+51.3% | $5,850+0.8% |
| Admin fee / account holder | $2,271 | $6,241-63.6% | $4,912-53.8% | $11,596-80.4% |