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 | $28,273 | $150,440-81.2% | $136,294-79.3% | $147,584-80.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.67% | 1049.08%-1042.4pp | 5155.94%-5149.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,119 | $5,256-59.7% | $4,695-54.9% | $4,876-56.5% |
| Participant deferral / active EE | $4,528 | $6,630-31.7% | $6,247-27.5% | $5,439-16.7% |
| Admin fee / account holder | $24,113 | $10,905+121.1% | $9,243+160.9% | $10,885+121.5% |