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 | $95,628 | $111,754-14.4% | $103,333-7.5% | $145,922-34.5% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 8.97% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $10,227 | $4,212+142.8% | $3,868+164.4% | $4,660+119.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,281 | $9,750-86.9% | $8,355-84.7% | $13,397-90.4% |