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 | $70,484 | $157,256-55.2% | $141,162-50.1% | $152,861-53.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.00% | 64.32%-50.3pp | 71.39%-57.4pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,514 | $5,261-52.2% | $4,735-46.9% | $4,762-47.2% |
| Participant deferral / active EE | $10,339 | $7,109+45.4% | $6,709+54.1% | $5,850+76.7% |
| Admin fee / account holder | $841 | $12,120-93.1% | $10,261-91.8% | $11,596-92.7% |