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 | $68,724 | $209,832-67.2% | $189,513-63.7% | $167,490-59.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.36% | 748.27%-743.9pp | 555.15%-550.8pp | 478.56%-474.2pp |
| Employer contribution / active EE | $1,592 | $6,914-77.0% | $6,162-74.2% | $4,837-67.1% |
| Participant deferral / active EE | $16,682 | $8,935+86.7% | $8,221+102.9% | $6,341+163.1% |
| Admin fee / account holder | $33,086 | $14,293+131.5% | $12,045+174.7% | $12,309+168.8% |