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 | $40,588 | $154,228-73.7% | $145,433-72.1% | $137,256-70.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.23% | 74.59%-70.4pp | 66.58%-62.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $22,304 | $4,804+364.3% | $4,554+389.7% | $4,156+436.7% |
| Participant deferral / active EE | $16,103 | $8,216+96.0% | $7,897+103.9% | $6,407+151.3% |
| Admin fee / account holder | $134,890 | $14,344+840.4% | $13,129+927.4% | $12,270+999.3% |