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 | $72,545 | $102,382-29.1% | $147,005-50.7% | $80,874-10.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.77% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.8pp |
| Employer contribution / active EE | $3,250 | $3,715-12.5% | $4,934-34.1% | $2,756+17.9% |
| Participant deferral / active EE | $4,989 | $6,646-24.9% | $8,070-38.2% | $4,297+16.1% |
| Admin fee / account holder | $2,538 | $7,942-68.0% | $13,006-80.5% | $6,935-63.4% |