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 | $44,444 | $51,175-13.2% | $70,515-37.0% | $75,163-40.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 8.33% | 30.02%-21.7pp | 32.77%-24.4pp | 160.62%-152.3pp |
| Employer contribution / active EE | $2,573 | $1,826+40.9% | $2,973-13.5% | $2,670-3.6% |
| Participant deferral / active EE | $3,557 | $2,849+24.8% | $4,567-22.1% | $4,125-13.8% |
| Admin fee / account holder | $2,709 | $4,091-33.8% | $6,412-57.7% | $5,651-52.1% |