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 | $83,472 | $30,400+174.6% | $53,898+54.9% | $84,808-1.6% |
| Participation rate | 88.0% | 46.4%+41.6pp | 55.0%+33.0pp | 68.3%+19.7pp |
| Annual return | 12.50% | 500.19%-487.7pp | 528.60%-516.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,247 | $603+106.9% | $932+33.8% | $2,631-52.6% |
| Participant deferral / active EE | $3,351 | $1,199+179.6% | $1,826+83.5% | $4,212-20.4% |
| Admin fee / account holder | $2,000 | $1,993+0.4% | $2,491-19.7% | $7,344-72.8% |