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 | $108,366 | $198,466-45.4% | $170,442-36.4% | $147,584-26.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.27% | 257.29%-250.0pp | 205.93%-198.7pp | 578.55%-571.3pp |
| Employer contribution / active EE | $1,456 | $6,184-76.4% | $5,433-73.2% | $4,876-70.1% |
| Participant deferral / active EE | $2,547 | $5,629-54.8% | $4,939-48.4% | $5,439-53.2% |
| Admin fee / account holder | $9,832 | $16,852-41.7% | $13,880-29.2% | $10,885-9.7% |