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 | $72,253 | $210,408-65.7% | $153,485-52.9% | $145,922-50.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.09% | 13.37%-12.3pp | 15.65%-14.6pp | 561.29%-560.2pp |
| Employer contribution / active EE | $1,650 | $6,048-72.7% | $5,039-67.3% | $4,660-64.6% |
| Participant deferral / active EE | $4,950 | $7,975-37.9% | $6,757-26.7% | $6,688-26.0% |
| Admin fee / account holder | $174,332 | $19,419+797.8% | $12,724+1270.1% | $13,397+1201.3% |