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 | $88,979 | $177,572-49.9% | $154,803-42.5% | $142,382-37.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.42% | 65.07%-62.7pp | 58.88%-56.5pp | 217.08%-214.7pp |
| Employer contribution / active EE | $3,461 | $4,810-28.1% | $4,305-19.6% | $4,299-19.5% |
| Participant deferral / active EE | $20,740 | $6,272+230.7% | $5,540+274.3% | $6,507+218.7% |
| Admin fee / account holder | $497,660 | $16,786+2864.8% | $14,329+3373.1% | $12,624+3842.3% |