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 | $38,964 | $176,056-77.9% | $159,436-75.6% | $167,490-76.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.12% | 331.75%-329.6pp | 263.57%-261.5pp | 478.56%-476.4pp |
| Employer contribution / active EE | $1,427 | $5,297-73.1% | $4,829-70.4% | $4,837-70.5% |
| Participant deferral / active EE | $7,563 | $7,750-2.4% | $7,352+2.9% | $6,341+19.3% |
| Admin fee / account holder | $13,221 | $12,554+5.3% | $10,799+22.4% | $12,309+7.4% |