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 | $58,376 | $202,318-71.1% | $172,739-66.2% | $152,861-61.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.28% | 1029.65%-1025.4pp | 802.84%-798.6pp | 345.32%-341.0pp |
| Employer contribution / active EE | $1,435 | $5,856-75.5% | $5,143-72.1% | $4,762-69.9% |
| Participant deferral / active EE | $4,287 | $5,948-27.9% | $5,198-17.5% | $5,850-26.7% |
| Admin fee / account holder | $410 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |