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 | $34,677 | $95,561-63.7% | $77,163-55.1% | $139,434-75.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.66% | 54.92%-46.3pp | 37.87%-29.2pp | 372.94%-364.3pp |
| Employer contribution / active EE | $6,989 | $3,147+122.1% | $2,535+175.7% | $4,751+47.1% |
| Participant deferral / active EE | $1,742 | $4,624-62.3% | $3,833-54.6% | $6,710-74.0% |
| Admin fee / account holder | $7,084 | $8,295-14.6% | $5,472+29.5% | $11,403-37.9% |