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 | $76,867 | $112,881-31.9% | $90,951-15.5% | $158,922-51.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.93% | 215.79%-211.9pp | 134.60%-130.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $3,034 | $2,893+4.9% | $2,122+43.0% | $4,761-36.3% |
| Participant deferral / active EE | $4,371 | $4,128+5.9% | $3,373+29.6% | $5,982-26.9% |
| Admin fee / account holder | $43,958 | $8,041+446.7% | $5,959+637.7% | $11,246+290.9% |