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 | $102,838 | $124,281-17.3% | $109,143-5.8% | $167,490-38.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.66% | 26.04%-19.4pp | 25.75%-19.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $2,056 | $4,207-51.1% | $3,722-44.8% | $4,837-57.5% |
| Participant deferral / active EE | $6,416 | $5,255+22.1% | $4,653+37.9% | $6,341+1.2% |
| Admin fee / account holder | $2,471 | $7,970-69.0% | $6,752-63.4% | $12,309-79.9% |