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 | $36,851 | $157,256-76.6% | $141,162-73.9% | $152,861-75.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.92% | 64.32%-50.4pp | 71.39%-57.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $5,776 | $5,261+9.8% | $4,735+22.0% | $4,762+21.3% |
| Participant deferral / active EE | $8,025 | $7,109+12.9% | $6,709+19.6% | $5,850+37.2% |
| Admin fee / account holder | $32,996 | $12,120+172.2% | $10,261+221.6% | $11,596+184.5% |