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 | $25,379 | $177,572-85.7% | $154,803-83.6% | $142,382-82.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 10.28% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,152 | $4,810+27.9% | $4,305+42.9% | $4,299+43.1% |
| Participant deferral / active EE | $25,657 | $6,272+309.1% | $5,540+363.1% | $6,507+294.3% |
| Admin fee / account holder | $947,081 | $16,786+5542.2% | $14,329+6509.5% | $12,624+7402.4% |