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 | $125,127 | $157,256-20.4% | $141,162-11.4% | $152,861-18.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.17% | 64.32%-60.1pp | 71.39%-67.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $5,000 | $5,261-5.0% | $4,735+5.6% | $4,762+5.0% |
| Participant deferral / active EE | $4,538 | $7,109-36.2% | $6,709-32.4% | $5,850-22.4% |
| Admin fee / account holder | $114,748 | $12,120+846.8% | $10,261+1018.3% | $11,596+889.5% |