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 | $11,665 | $106,515-89.0% | $96,683-87.9% | $139,434-91.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.37% | 38.43%-32.1pp | 35.69%-29.3pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,613 | $4,103-60.7% | $3,737-56.8% | $4,751-66.0% |
| Participant deferral / active EE | $2,183 | $5,454-60.0% | $4,878-55.3% | $6,710-67.5% |
| Admin fee / account holder | $63,749 | $7,877+709.3% | $6,730+847.3% | $11,403+459.1% |