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 | $103,675 | $153,772-32.6% | $133,980-22.6% | $273,961-62.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.08% | 36.51%-36.4pp | 29.30%-29.2pp | 41.45%-41.4pp |
| Employer contribution / active EE | $3,073 | $6,029-49.0% | $5,211-41.0% | $4,869-36.9% |
| Participant deferral / active EE | $6,820 | $6,958-2.0% | $6,282+8.6% | $5,287+29.0% |
| Admin fee / account holder | $781 | $11,765-93.4% | $9,324-91.6% | $10,132-92.3% |