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 | $30,409 | $104,251-70.8% | $91,001-66.6% | $147,584-79.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.11% | 27.06%-18.9pp | 4.60%+3.5pp | 578.55%-570.4pp |
| Employer contribution / active EE | $2,688 | $3,116-13.7% | $2,456+9.5% | $4,876-44.9% |
| Participant deferral / active EE | $3,016 | $4,195-28.1% | $3,547-15.0% | $5,439-44.6% |
| Admin fee / account holder | $498 | $8,948-94.4% | $5,417-90.8% | $10,885-95.4% |