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 | $49,972 | $116,175-57.0% | $93,606-46.6% | $152,861-67.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 1.35% | 35.96%-34.6pp | 32.76%-31.4pp | 345.32%-344.0pp |
| Employer contribution / active EE | $4,241 | $3,218+31.8% | $2,718+56.0% | $4,762-10.9% |
| Participant deferral / active EE | $4,610 | $4,603+0.1% | $4,069+13.3% | $5,850-21.2% |
| Admin fee / account holder | $8,661 | $10,748-19.4% | $7,888+9.8% | $11,596-25.3% |