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 | $53,020 | $88,672-40.2% | $105,223-49.6% | $82,448-35.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.19% | 30.86%-26.7pp | 180.65%-176.5pp | 41.64%-37.5pp |
| Employer contribution / active EE | $1,891 | $3,048-38.0% | $3,689-48.7% | $2,551-25.9% |
| Participant deferral / active EE | $5,670 | $4,036+40.5% | $5,072+11.8% | $4,139+37.0% |
| Admin fee / account holder | $17,260 | $7,146+141.5% | $8,859+94.8% | $7,234+138.6% |