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 | $52,197 | $154,228-66.2% | $145,433-64.1% | $137,256-62.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.68% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,600 | $4,804+16.6% | $4,554+23.0% | $4,156+34.7% |
| Participant deferral / active EE | $5,600 | $8,216-31.8% | $7,897-29.1% | $6,407-12.6% |
| Admin fee / account holder | $58,388 | $14,344+307.1% | $13,129+344.7% | $12,270+375.9% |