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 | $24,089 | $127,386-81.1% | $115,037-79.1% | $125,391-80.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.63% | 31.28%-36.9pp | 26.14%-31.8pp | 282.22%-287.9pp |
| Employer contribution / active EE | $4,409 | $5,166-14.7% | $4,608-4.3% | $4,866-9.4% |
| Participant deferral / active EE | $9,428 | $6,423+46.8% | $6,026+56.4% | $5,352+76.2% |
| Admin fee / account holder | $602 | $9,516-93.7% | $8,175-92.6% | $9,540-93.7% |