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 | $46,706 | $150,440-69.0% | $136,294-65.7% | $147,584-68.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.33% | 1049.08%-1042.8pp | 5155.94%-5149.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $3,235 | $5,256-38.5% | $4,695-31.1% | $4,876-33.7% |
| Participant deferral / active EE | $4,997 | $6,630-24.6% | $6,247-20.0% | $5,439-8.1% |
| Admin fee / account holder | $4,998 | $10,905-54.2% | $9,243-45.9% | $10,885-54.1% |