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 | $119,499 | $209,411-42.9% | $178,490-33.0% | $158,922-24.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.25% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $20,014 | $5,706+250.7% | $5,011+299.4% | $4,761+320.4% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $847 | $17,074-95.0% | $13,984-93.9% | $11,246-92.5% |