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 | $48,504 | $175,202-72.3% | $149,673-67.6% | $139,434-65.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.51% | 166.71%-162.2pp | 134.42%-129.9pp | 372.94%-368.4pp |
| Employer contribution / active EE | $5,894 | $5,474+7.7% | $4,818+22.3% | $4,751+24.1% |
| Participant deferral / active EE | $8,674 | $6,519+33.1% | $5,680+52.7% | $6,710+29.3% |
| Admin fee / account holder | $73,394 | $16,150+354.4% | $13,210+455.6% | $11,403+543.7% |