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 | $52,211 | $114,381-54.4% | $107,525-51.4% | $142,382-63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.17% | 242.71%-234.5pp | 181.32%-173.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,949 | $4,015-26.5% | $3,754-21.4% | $4,299-31.4% |
| Participant deferral / active EE | $6,594 | $5,564+18.5% | $5,116+28.9% | $6,507+1.3% |
| Admin fee / account holder | $66,885 | $9,860+578.3% | $8,919+649.9% | $12,624+429.8% |