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 5-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 | $48,716 | $165,984-70.7% | $164,813-70.4% | $145,922-66.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.40% | 100.03%-95.6pp | 69.93%-65.5pp | 561.29%-556.9pp |
| Employer contribution / active EE | $4,136 | $5,273-21.6% | $4,341-4.7% | $4,660-11.2% |
| Participant deferral / active EE | $5,927 | $6,959-14.8% | $6,031-1.7% | $6,688-11.4% |
| Admin fee / account holder | $88,529 | $16,648+431.8% | $12,690+597.6% | $13,397+560.8% |