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 | $95,471 | $171,865-44.5% | $149,718-36.2% | $147,584-35.3% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 9.07% | 2113.22%-2104.1pp | 1501.63%-1492.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,991 | $6,275-52.3% | $5,445-45.1% | $4,876-38.7% |
| Participant deferral / active EE | $4,137 | $7,271-43.1% | $6,569-37.0% | $5,439-23.9% |
| Admin fee / account holder | $2,821 | $13,799-79.6% | $11,283-75.0% | $10,885-74.1% |