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 | $22,234 | $101,618-78.1% | $93,063-76.1% | $137,256-83.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 3.39% | 223.95%-220.6pp | 34.15%-30.8pp | 220.34%-217.0pp |
| Employer contribution / active EE | $5,282 | $2,707+95.1% | $2,476+113.3% | $4,156+27.1% |
| Participant deferral / active EE | $31,000 | $4,279+624.4% | $3,958+683.2% | $6,407+383.9% |
| Admin fee / account holder | $487,736 | $6,198+7768.6% | $6,033+7984.2% | $12,270+3875.0% |