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 | $100,030 | $153,772-34.9% | $133,980-25.3% | $273,961-63.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.26% | 36.51%-33.3pp | 29.30%-26.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $16,553 | $6,029+174.6% | $5,211+217.6% | $4,869+240.0% |
| Participant deferral / active EE | $15,035 | $6,958+116.1% | $6,282+139.3% | $5,287+184.4% |
| Admin fee / account holder | $1,690 | $11,765-85.6% | $9,324-81.9% | $10,132-83.3% |