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 | $66,032 | $97,744-32.4% | $103,476-36.2% | $145,922-54.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 8.10% | 25.41%-17.3pp | 23.90%-15.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $3,713 | $4,677-20.6% | $4,672-20.5% | $4,660-20.3% |
| Participant deferral / active EE | $12,662 | $6,603+91.8% | $6,623+91.2% | $6,688+89.3% |
| Admin fee / account holder | $92,823 | $12,515+641.7% | $9,413+886.1% | $13,397+592.9% |