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 | $24,848 | $113,339-78.1% | $94,993-73.8% | $147,584-83.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.58% | 20.77%-15.2pp | 27.12%-21.5pp | 578.55%-573.0pp |
| Employer contribution / active EE | $2,500 | $3,160-20.9% | $2,603-4.0% | $4,876-48.7% |
| Participant deferral / active EE | $1,305 | $3,777-65.5% | $3,317-60.7% | $5,439-76.0% |
| Admin fee / account holder | $1,310 | $6,063-78.4% | $4,960-73.6% | $10,885-88.0% |