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 | $112,774 | $179,726-37.3% | $156,263-27.8% | $142,382-20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.63% | 77.86%-71.2pp | 59.47%-52.8pp | 217.08%-210.4pp |
| Employer contribution / active EE | $10,265 | $5,069+102.5% | $4,333+136.9% | $4,299+138.8% |
| Participant deferral / active EE | $2,674 | $6,956-61.6% | $6,158-56.6% | $6,507-58.9% |
| Admin fee / account holder | $222,067 | $17,272+1185.7% | $14,255+1457.9% | $12,624+1659.1% |