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 | $131,549 | $165,984-20.7% | $164,813-20.2% | $145,922-9.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.74% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,419 | $5,273-35.2% | $4,341-21.2% | $4,660-26.6% |
| Participant deferral / active EE | $5,511 | $6,959-20.8% | $6,031-8.6% | $6,688-17.6% |
| Admin fee / account holder | $107,259 | $16,648+544.3% | $12,690+745.2% | $13,397+700.6% |