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 | $49,026 | $111,535-56.0% | $105,223-53.4% | $137,256-64.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.35% | 237.85%-231.5pp | 180.65%-174.3pp | 220.34%-214.0pp |
| Employer contribution / active EE | $11,684 | $3,939+196.6% | $3,689+216.8% | $4,156+181.1% |
| Participant deferral / active EE | $9,124 | $5,500+65.9% | $5,072+79.9% | $6,407+42.4% |
| Admin fee / account holder | $272,275 | $9,721+2700.8% | $8,859+2973.5% | $12,270+2119.0% |