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 | $67,503 | $102,317-34.0% | $146,958-54.1% | $80,856-16.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.69% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,900 | $3,713+32.0% | $4,933-0.7% | $2,755+77.9% |
| Participant deferral / active EE | $5,857 | $6,644-11.8% | $8,070-27.4% | $4,296+36.3% |
| Admin fee / account holder | $7,461 | $7,941-6.1% | $12,998-42.6% | $6,918+7.8% |