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 | $26,186 | $88,751-70.5% | $81,812-68.0% | $145,922-82.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.16% | 1025.40%-1022.2pp | 773.79%-770.6pp | 561.29%-558.1pp |
| Employer contribution / active EE | $2,601 | $3,083-15.6% | $2,912-10.7% | $4,660-44.2% |
| Participant deferral / active EE | $3,717 | $4,643-20.0% | $4,319-13.9% | $6,688-44.4% |
| Admin fee / account holder | $80,873 | $8,415+861.0% | $7,386+995.0% | $13,397+503.7% |