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 | $112,262 | $88,751+26.5% | $81,812+37.2% | $145,922-23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.39% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $4,535 | $3,083+47.1% | $2,912+55.7% | $4,660-2.7% |
| Participant deferral / active EE | $1,091 | $4,643-76.5% | $4,319-74.7% | $6,688-83.7% |
| Admin fee / account holder | $3,212 | $8,415-61.8% | $7,386-56.5% | $13,397-76.0% |