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 | $43,345 | $102,966-57.9% | $90,281-52.0% | $152,861-71.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.52% | 95.16%-89.6pp | 78.10%-72.6pp | 345.32%-339.8pp |
| Employer contribution / active EE | $4,830 | $3,139+53.9% | $2,854+69.2% | $4,762+1.4% |
| Participant deferral / active EE | $1,071 | $4,281-75.0% | $3,885-72.4% | $5,850-81.7% |
| Admin fee / account holder | $19,754 | $6,171+220.1% | $5,351+269.1% | $11,596+70.3% |