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 | $39,846 | $58,208-31.5% | $81,812-51.3% | $80,856-50.7% |
| Participation rate | 85.7% | 63.4%+22.3pp | 72.3%+13.4pp | 67.6%+18.1pp |
| Annual return | 0.00% | 41.66%-41.7pp | 773.79%-773.8pp | 35.59%-35.6pp |
| Employer contribution / active EE | $2,739 | $2,340+17.0% | $2,912-6.0% | $2,755-0.6% |
| Participant deferral / active EE | $3,474 | $3,281+5.9% | $4,319-19.5% | $4,296-19.1% |
| Admin fee / account holder | $4,256 | $4,981-14.6% | $7,386-42.4% | $6,918-38.5% |