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 | $31,097 | $107,334-71.0% | $92,893-66.5% | $152,861-79.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.45% | 145.58%-141.1pp | 109.41%-105.0pp | 345.32%-340.9pp |
| Employer contribution / active EE | $2,041 | $4,221-51.6% | $3,653-44.1% | $4,762-57.1% |
| Participant deferral / active EE | $4,048 | $4,845-16.4% | $4,236-4.4% | $5,850-30.8% |
| Admin fee / account holder | $6,682 | $7,079-5.6% | $5,794+15.3% | $11,596-42.4% |