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 | $64,540 | $111,754-42.2% | $103,333-37.5% | $145,922-55.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.81% | 24.77%-23.0pp | 24.88%-23.1pp | 561.29%-559.5pp |
| Employer contribution / active EE | $2,295 | $4,212-45.5% | $3,868-40.7% | $4,660-50.8% |
| Participant deferral / active EE | $10,329 | $5,619+83.8% | $5,057+104.2% | $6,688+54.5% |
| Admin fee / account holder | $191,319 | $9,750+1862.2% | $8,355+2190.0% | $13,397+1328.1% |