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 | $50,332 | $214,378-76.5% | $200,582-74.9% | $142,382-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.20% | 46.41%-42.2pp | 42.33%-38.1pp | 217.08%-212.9pp |
| Employer contribution / active EE | $2,537 | $6,841-62.9% | $6,419-60.5% | $4,299-41.0% |
| Participant deferral / active EE | $38,716 | $9,865+292.5% | $9,331+314.9% | $6,507+495.0% |
| Admin fee / account holder | $78,122 | $17,692+341.6% | $16,305+379.1% | $12,624+518.9% |