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 | $17,537 | $95,416-81.6% | $185,823-90.6% | $85,850-79.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 5.97% | 23.59%-17.6pp | 122.05%-116.1pp | 318.53%-312.6pp |
| Employer contribution / active EE | $2,609 | $3,314-21.3% | $5,167-49.5% | $2,565+1.7% |
| Participant deferral / active EE | $1,783 | $3,423-47.9% | $5,568-68.0% | $3,952-54.9% |
| Admin fee / account holder | $1,927 | $7,213-73.3% | $16,237-88.1% | $6,260-69.2% |