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 | $27,777 | $126,574-78.1% | $106,213-73.8% | $145,922-81.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.08% | 224.79%-217.7pp | 116.14%-109.1pp | 561.29%-554.2pp |
| Employer contribution / active EE | $2,467 | $3,730-33.9% | $3,171-22.2% | $4,660-47.1% |
| Participant deferral / active EE | $5,625 | $5,724-1.7% | $5,016+12.1% | $6,688-15.9% |
| Admin fee / account holder | $16,668 | $17,304-3.7% | $11,033+51.1% | $13,397+24.4% |