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 | $40,476 | $105,931-61.8% | $81,930-50.6% | $158,922-74.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.31% | 38.17%-33.9pp | 29.49%-25.2pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,941 | $7,800-62.3% | $4,310-31.8% | $4,761-38.2% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,187 | $8,489-50.7% | $5,158-18.8% | $11,246-62.8% |