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 | $47,564 | $104,664-54.6% | $85,682-44.5% | $167,490-71.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.34% | 21.45%-13.1pp | 21.49%-13.2pp | 478.56%-470.2pp |
| Employer contribution / active EE | $8,129 | $3,337+143.6% | $2,618+210.5% | $4,837+68.0% |
| Participant deferral / active EE | $3,975 | $4,824-17.6% | $3,923+1.3% | $6,341-37.3% |
| Admin fee / account holder | $391 | $10,032-96.1% | $6,873-94.3% | $12,309-96.8% |