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 | $26,370 | $179,726-85.3% | $156,263-83.1% | $142,382-81.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 1.17% | 77.86%-76.7pp | 59.47%-58.3pp | 217.08%-215.9pp |
| Employer contribution / active EE | $2,297 | $5,069-54.7% | $4,333-47.0% | $4,299-46.6% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $27,286 | $17,272+58.0% | $14,255+91.4% | $12,624+116.2% |