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 | $56,348 | $99,020-43.1% | $86,590-34.9% | $147,584-61.8% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 8.49% | 1312.34%-1303.8pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $4,257 | $3,132+35.9% | $2,839+49.9% | $4,876-12.7% |
| Participant deferral / active EE | $3,619 | $3,972-8.9% | $3,609+0.3% | $5,439-33.5% |
| Admin fee / account holder | $1,397 | $5,710-75.5% | $4,906-71.5% | $10,885-87.2% |