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 | $21,950 | $90,397-75.7% | $76,002-71.1% | $145,959-85.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.59% | 621.97%-617.4pp | 360.07%-355.5pp | 561.95%-557.4pp |
| Employer contribution / active EE | $2,494 | $3,317-24.8% | $2,688-7.2% | $4,661-46.5% |
| Participant deferral / active EE | $4,280 | $5,163-17.1% | $4,257+0.5% | $6,689-36.0% |
| Admin fee / account holder | $22,489 | $8,369+168.7% | $6,414+250.6% | $13,398+67.9% |