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 | $130,115 | $202,318-35.7% | $172,739-24.7% | $152,861-14.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 5.18% | 1029.65%-1024.5pp | 802.84%-797.7pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,903 | $5,856-67.5% | $5,143-63.0% | $4,762-60.0% |
| Participant deferral / active EE | $4,644 | $5,948-21.9% | $5,198-10.7% | $5,850-20.6% |
| Admin fee / account holder | $526 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |