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 | $24,474 | $150,440-83.7% | $136,294-82.0% | $147,584-83.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.77% | 1049.08%-1045.3pp | 5155.94%-5152.2pp | 578.55%-574.8pp |
| Employer contribution / active EE | $7,506 | $5,256+42.8% | $4,695+59.9% | $4,876+53.9% |
| Participant deferral / active EE | $17,443 | $6,630+163.1% | $6,247+179.2% | $5,439+220.7% |
| Admin fee / account holder | $7,658 | $10,905-29.8% | $9,243-17.1% | $10,885-29.6% |