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 | $37,418 | $118,849-68.5% | $96,562-61.2% | $167,490-77.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 3.69% | 50.49%-46.8pp | 37.78%-34.1pp | 478.56%-474.9pp |
| Employer contribution / active EE | $14,049 | $3,120+350.3% | $2,356+496.2% | $4,837+190.4% |
| Participant deferral / active EE | $2,814 | $4,616-39.0% | $3,849-26.9% | $6,341-55.6% |
| Admin fee / account holder | $100,728 | $8,065+1148.9% | $6,181+1529.7% | $12,309+718.3% |