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 | $47,140 | $157,256-70.0% | $141,162-66.6% | $152,861-69.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.40% | 64.32%-58.9pp | 71.39%-66.0pp | 345.32%-339.9pp |
| Employer contribution / active EE | $18,223 | $5,261+246.4% | $4,735+284.9% | $4,762+282.7% |
| Participant deferral / active EE | $2,600 | $7,109-63.4% | $6,709-61.2% | $5,850-55.6% |
| Admin fee / account holder | $1,214 | $12,120-90.0% | $10,261-88.2% | $11,596-89.5% |