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 | $93,124 | $177,572-47.6% | $154,803-39.8% | $142,382-34.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.02% | 65.07%-55.1pp | 58.88%-48.9pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,243 | $4,810-53.4% | $4,305-47.9% | $4,299-47.8% |
| Participant deferral / active EE | $7,783 | $6,272+24.1% | $5,540+40.5% | $6,507+19.6% |
| Admin fee / account holder | $54,234 | $16,786+223.1% | $14,329+278.5% | $12,624+329.6% |