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 4-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 | $42,196 | $106,515-60.4% | $96,683-56.4% | $139,434-69.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.44% | 38.43%-28.0pp | 35.69%-25.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $3,911 | $4,103-4.7% | $3,737+4.7% | $4,751-17.7% |
| Participant deferral / active EE | $4,022 | $5,454-26.3% | $4,878-17.6% | $6,710-40.1% |
| Admin fee / account holder | $43,778 | $7,877+455.8% | $6,730+550.5% | $11,403+283.9% |