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 | $39,294 | $210,648-81.3% | $177,989-77.9% | $145,922-73.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.09% | 385.86%-381.8pp | 294.48%-290.4pp | 561.29%-557.2pp |
| Employer contribution / active EE | $2,915 | $4,565-36.1% | $3,949-26.2% | $4,660-37.4% |
| Participant deferral / active EE | $7,185 | $6,958+3.3% | $6,276+14.5% | $6,688+7.4% |
| Admin fee / account holder | $46,785 | $12,013+289.5% | $10,363+351.5% | $13,397+249.2% |