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 | $51,535 | $124,425-58.6% | $112,040-54.0% | $137,256-62.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.09% | 24.72%-19.6pp | 24.52%-19.4pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,117 | $3,411-67.3% | $2,954-62.2% | $4,156-73.1% |
| Participant deferral / active EE | $8,332 | $5,718+45.7% | $5,098+63.4% | $6,407+30.0% |
| Admin fee / account holder | $76,073 | $15,207+400.3% | $12,098+528.8% | $12,270+520.0% |