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 | $105,624 | $185,822-43.2% | $169,993-37.9% | $139,434-24.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.37% | 60.50%-50.1pp | 53.37%-43.0pp | 372.94%-362.6pp |
| Employer contribution / active EE | $4,586 | $7,590-39.6% | $6,785-32.4% | $4,751-3.5% |
| Participant deferral / active EE | $13,508 | $11,622+16.2% | $10,408+29.8% | $6,710+101.3% |
| Admin fee / account holder | $68,874 | $15,381+347.8% | $12,815+437.4% | $11,403+504.0% |