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 | $63,491 | $77,899-18.5% | $149,673-57.6% | $75,163-15.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 10.62% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $5,437 | $3,137+73.3% | $4,818+12.9% | $2,670+103.7% |
| Participant deferral / active EE | $2,645 | $3,411-22.5% | $5,680-53.4% | $4,125-35.9% |
| Admin fee / account holder | $8,803 | $5,956+47.8% | $13,210-33.4% | $5,651+55.8% |