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 | $19,878 | $105,998-81.2% | $92,233-78.4% | $147,584-86.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.13% | 50.05%-42.9pp | 176.28%-169.2pp | 578.55%-571.4pp |
| Employer contribution / active EE | $3,391 | $4,333-21.7% | $3,679-7.8% | $4,876-30.5% |
| Participant deferral / active EE | $5,716 | $4,478+27.6% | $3,897+46.7% | $5,439+5.1% |
| Admin fee / account holder | $10,311 | $6,332+62.8% | $5,194+98.5% | $10,885-5.3% |