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 | $21,668 | $102,966-79.0% | $90,281-76.0% | $152,861-85.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.00% | 95.16%-94.2pp | 78.10%-77.1pp | 345.32%-344.3pp |
| Employer contribution / active EE | $2,287 | $3,139-27.1% | $2,854-19.9% | $4,762-52.0% |
| Participant deferral / active EE | $2,093 | $4,281-51.1% | $3,885-46.1% | $5,850-64.2% |
| Admin fee / account holder | $1,807 | $6,171-70.7% | $5,351-66.2% | $11,596-84.4% |