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 4-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 | $15,104 | $88,751-83.0% | $81,812-81.5% | $145,922-89.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 8.55% | 1025.40%-1016.9pp | 773.79%-765.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,133 | $3,083-30.8% | $2,912-26.8% | $4,660-54.2% |
| Participant deferral / active EE | $4,352 | $4,643-6.3% | $4,319+0.8% | $6,688-34.9% |
| Admin fee / account holder | $5,802 | $8,415-31.1% | $7,386-21.4% | $13,397-56.7% |