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 | $47,812 | $91,190-47.6% | $178,490-73.2% | $79,858-40.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.21% | 24.19%-20.0pp | 151.07%-146.9pp | 31.71%-27.5pp |
| Employer contribution / active EE | $4,489 | $3,256+37.9% | $5,011-10.4% | $2,471+81.7% |
| Participant deferral / active EE | $4,036 | $3,236+24.7% | $5,202-22.4% | $3,740+7.9% |
| Admin fee / account holder | $647 | $6,751-90.4% | $13,984-95.4% | $5,306-87.8% |