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 | $64,042 | $111,754-42.7% | $103,333-38.0% | $145,922-56.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 4.69% | 24.77%-20.1pp | 24.88%-20.2pp | 561.29%-556.6pp |
| Employer contribution / active EE | $2,417 | $4,212-42.6% | $3,868-37.5% | $4,660-48.1% |
| Participant deferral / active EE | $4,780 | $5,619-14.9% | $5,057-5.5% | $6,688-28.5% |
| Admin fee / account holder | $33,452 | $9,750+243.1% | $8,355+300.4% | $13,397+149.7% |