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 | $57,109 | $89,753-36.4% | $107,525-46.9% | $84,808-32.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 10.98% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $2,731 | $3,113-12.3% | $3,754-27.2% | $2,631+3.8% |
| Participant deferral / active EE | $5,157 | $4,056+27.1% | $5,116+0.8% | $4,212+22.4% |
| Admin fee / account holder | $22,209 | $7,222+207.5% | $8,919+149.0% | $7,344+202.4% |