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 | $55,100 | $84,149-34.5% | $76,080-27.6% | $167,490-67.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 8.43% | 54.99%-46.6pp | 42.50%-34.1pp | 478.56%-470.1pp |
| Employer contribution / active EE | $6,387 | $4,618+38.3% | $3,962+61.2% | $4,837+32.0% |
| Participant deferral / active EE | $2,315 | $5,796-60.1% | $4,905-52.8% | $6,341-63.5% |
| Admin fee / account holder | $45,322 | $6,410+607.0% | $4,883+828.1% | $12,309+268.2% |