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 | $157,833 | $90,503+74.4% | $78,689+100.6% | $273,961-42.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.01% | 75.60%-73.6pp | 62.18%-60.2pp | 41.45%-39.4pp |
| Employer contribution / active EE | $9,956 | $3,176+213.5% | $2,851+249.3% | $4,869+104.5% |
| Participant deferral / active EE | $4,911 | $3,901+25.9% | $3,517+39.6% | $5,287-7.1% |
| Admin fee / account holder | $52,459 | $5,263+896.7% | $4,510+1063.1% | $10,132+417.8% |