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 | $32,622 | $99,877-67.3% | $84,966-61.6% | $145,922-77.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 4.51% | 83.76%-79.2pp | 66.38%-61.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $4,127 | $3,231+27.7% | $2,727+51.3% | $4,660-11.4% |
| Participant deferral / active EE | $3,131 | $5,291-40.8% | $4,519-30.7% | $6,688-53.2% |
| Admin fee / account holder | $1,117 | $7,248-84.6% | $6,149-81.8% | $13,397-91.7% |