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 | $40,900 | $217,402-81.2% | $185,823-78.0% | $167,490-75.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.49% | 148.36%-142.9pp | 122.05%-116.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $5,099 | $5,873-13.2% | $5,167-1.3% | $4,837+5.4% |
| Participant deferral / active EE | $2,890 | $6,356-54.5% | $5,568-48.1% | $6,341-54.4% |
| Admin fee / account holder | $6,838 | $19,811-65.5% | $16,237-57.9% | $12,309-44.4% |