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 | $120,217 | $214,378-43.9% | $200,582-40.1% | $142,382-15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.46% | 46.41%-35.9pp | 42.33%-31.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,343 | $6,841-65.8% | $6,419-63.5% | $4,299-45.5% |
| Participant deferral / active EE | $6,159 | $9,865-37.6% | $9,331-34.0% | $6,507-5.4% |
| Admin fee / account holder | $83,556 | $17,692+372.3% | $16,305+412.5% | $12,624+561.9% |