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 | $69,677 | $149,679-53.4% | $117,039-40.5% | $147,584-52.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 7.80% | 19.31%-11.5pp | 18.95%-11.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $2,033 | $4,937-58.8% | $3,785-46.3% | $4,876-58.3% |
| Participant deferral / active EE | $2,679 | $4,912-45.5% | $3,929-31.8% | $5,439-50.7% |
| Admin fee / account holder | $36,414 | $7,856+363.5% | $5,974+509.6% | $10,885+234.5% |