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 | $69,266 | $106,584-35.0% | $101,326-31.6% | $142,382-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.18% | 36.93%-25.7pp | 36.82%-25.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,322 | $3,956-16.0% | $3,665-9.4% | $4,299-22.7% |
| Participant deferral / active EE | $5,687 | $8,297-31.5% | $7,994-28.9% | $6,507-12.6% |
| Admin fee / account holder | $1,683 | $11,446-85.3% | $11,185-85.0% | $12,624-86.7% |