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 | $12,944 | $99,877-87.0% | $84,966-84.8% | $145,922-91.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 1.65% | 83.76%-82.1pp | 66.38%-64.7pp | 561.29%-559.6pp |
| Employer contribution / active EE | $2,049 | $3,231-36.6% | $2,727-24.9% | $4,660-56.0% |
| Participant deferral / active EE | $8,965 | $5,291+69.5% | $4,519+98.4% | $6,688+34.1% |
| Admin fee / account holder | $67,974 | $7,248+837.9% | $6,149+1005.5% | $13,397+407.4% |