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 | $74,987 | $153,772-51.2% | $133,980-44.0% | $273,961-72.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.97% | 36.51%-34.5pp | 29.30%-27.3pp | 41.45%-39.5pp |
| Employer contribution / active EE | $4,287 | $6,029-28.9% | $5,211-17.7% | $4,869-11.9% |
| Participant deferral / active EE | $8,982 | $6,958+29.1% | $6,282+43.0% | $5,287+69.9% |
| Admin fee / account holder | $31,494 | $11,765+167.7% | $9,324+237.8% | $10,132+210.8% |