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 | $37,236 | $74,888-50.3% | $71,209-47.7% | $142,382-73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 2.84% | 345.14%-342.3pp | 282.51%-279.7pp | 217.08%-214.2pp |
| Employer contribution / active EE | $2,556 | $2,854-10.5% | $2,721-6.1% | $4,299-40.5% |
| Participant deferral / active EE | $2,556 | $4,454-42.6% | $4,175-38.8% | $6,507-60.7% |
| Admin fee / account holder | $13,119 | $5,568+135.6% | $5,349+145.3% | $12,624+3.9% |