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 | $74,044 | $133,922-44.7% | $116,228-36.3% | $142,382-48.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 3.19% | 147.76%-144.6pp | 90.06%-86.9pp | 217.08%-213.9pp |
| Employer contribution / active EE | $2,627 | $3,446-23.7% | $2,994-12.3% | $4,299-38.9% |
| Participant deferral / active EE | $7,354 | $5,672+29.7% | $4,953+48.5% | $6,507+13.0% |
| Admin fee / account holder | $32,779 | $14,945+119.3% | $11,989+173.4% | $12,624+159.7% |