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 | $93,297 | $106,515-12.4% | $96,683-3.5% | $139,434-33.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 8.01% | 38.43%-30.4pp | 35.69%-27.7pp | 372.94%-364.9pp |
| Employer contribution / active EE | $6,000 | $4,103+46.2% | $3,737+60.6% | $4,751+26.3% |
| Participant deferral / active EE | $11,544 | $5,454+111.7% | $4,878+136.7% | $6,710+72.0% |
| Admin fee / account holder | $41,862 | $7,877+431.4% | $6,730+522.1% | $11,403+267.1% |