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 | $53,085 | $185,822-71.4% | $169,993-68.8% | $139,434-61.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.80% | 60.50%-58.7pp | 53.37%-51.6pp | 372.94%-371.1pp |
| Employer contribution / active EE | $1,799 | $7,590-76.3% | $6,785-73.5% | $4,751-62.1% |
| Participant deferral / active EE | $4,000 | $11,622-65.6% | $10,408-61.6% | $6,710-40.4% |
| Admin fee / account holder | $23,383 | $15,381+52.0% | $12,815+82.5% | $11,403+105.1% |