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 | $99,611 | $65,409+52.3% | $98,442+1.2% | $85,850+16.0% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 11.49% | 21.76%-10.3pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $5,248 | $2,168+142.1% | $2,960+77.3% | $2,565+104.6% |
| Participant deferral / active EE | $1,235 | $3,166-61.0% | $4,276-71.1% | $3,952-68.8% |
| Admin fee / account holder | $4,834 | $4,593+5.2% | $5,949-18.8% | $6,260-22.8% |