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 | $27,627 | $105,998-73.9% | $92,233-70.0% | $147,584-81.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.01% | 50.05%-42.0pp | 176.28%-168.3pp | 578.55%-570.5pp |
| Employer contribution / active EE | $2,230 | $4,333-48.5% | $3,679-39.4% | $4,876-54.3% |
| Participant deferral / active EE | $1,550 | $4,478-65.4% | $3,897-60.2% | $5,439-71.5% |
| Admin fee / account holder | $30,006 | $6,332+373.9% | $5,194+477.8% | $10,885+175.7% |