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 | $85,162 | $176,812-51.8% | $146,665-41.9% | $167,490-49.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.27% | 24.03%-16.8pp | 22.74%-15.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $4,607 | $5,160-10.7% | $4,136+11.4% | $4,837-4.8% |
| Participant deferral / active EE | $2,080 | $6,440-67.7% | $5,506-62.2% | $6,341-67.2% |
| Admin fee / account holder | $36,004 | $13,259+171.5% | $10,280+250.2% | $12,309+192.5% |