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 | $32,865 | $98,750-66.7% | $149,696-78.0% | $79,858-58.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.42% | 27.43%-24.0pp | 276.60%-273.2pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,086 | $3,216-35.1% | $4,644-55.1% | $2,471-15.6% |
| Participant deferral / active EE | $2,757 | $5,680-51.5% | $6,842-59.7% | $3,740-26.3% |
| Admin fee / account holder | $396 | $6,053-93.5% | $9,309-95.7% | $5,306-92.5% |