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 | $54,182 | $89,753-39.6% | $107,525-49.6% | $84,808-36.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 4.28% | 29.48%-25.2pp | 181.32%-177.0pp | 40.90%-36.6pp |
| Employer contribution / active EE | $5,309 | $3,113+70.5% | $3,754+41.5% | $2,631+101.8% |
| Participant deferral / active EE | $3,491 | $4,056-13.9% | $5,116-31.8% | $4,212-17.1% |
| Admin fee / account holder | $6,579 | $7,222-8.9% | $8,919-26.2% | $7,344-10.4% |