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 | $29,657 | $99,652-70.2% | $78,778-62.4% | $147,584-79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.53% | 47.28%-42.7pp | 35.62%-31.1pp | 578.55%-574.0pp |
| Employer contribution / active EE | $2,584 | $2,796-7.6% | $1,986+30.1% | $4,876-47.0% |
| Participant deferral / active EE | $4,526 | $3,664+23.5% | $2,958+53.0% | $5,439-16.8% |
| Admin fee / account holder | $2,122 | $7,155-70.3% | $5,134-58.7% | $10,885-80.5% |