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 | $14,491 | $117,983-87.7% | $101,794-85.8% | $142,382-89.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 5.69% | 36.92%-31.2pp | 30.53%-24.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,724 | $2,773-37.8% | $2,289-24.7% | $4,299-59.9% |
| Participant deferral / active EE | $3,629 | $4,714-23.0% | $4,084-11.1% | $6,507-44.2% |
| Admin fee / account holder | $5,224 | $10,433-49.9% | $8,777-40.5% | $12,624-58.6% |