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 | $83,669 | $111,814-25.2% | $103,374-19.1% | $145,959-42.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.55% | 24.77%-17.2pp | 24.89%-17.3pp | 561.95%-554.4pp |
| Employer contribution / active EE | $4,796 | $4,214+13.8% | $3,869+23.9% | $4,661+2.9% |
| Participant deferral / active EE | $12,434 | $5,618+121.3% | $5,058+145.8% | $6,689+85.9% |
| Admin fee / account holder | $97,655 | $9,754+901.1% | $8,394+1063.4% | $13,398+628.9% |