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 | $173,838 | $111,754+55.6% | $103,333+68.2% | $145,922+19.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.45% | 24.77%-24.3pp | 24.88%-24.4pp | 561.29%-560.8pp |
| Employer contribution / active EE | $7,062 | $4,212+67.7% | $3,868+82.6% | $4,660+51.6% |
| Participant deferral / active EE | $2,578 | $5,619-54.1% | $5,057-49.0% | $6,688-61.5% |
| Admin fee / account holder | $1,979 | $9,750-79.7% | $8,355-76.3% | $13,397-85.2% |