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 | $87,575 | $65,561+33.6% | $86,188+1.6% | $75,163+16.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 9.05% | 46.05%-37.0pp | 1168.45%-1159.4pp | 160.62%-151.6pp |
| Employer contribution / active EE | $6,427 | $1,553+313.9% | $2,380+170.0% | $2,670+140.7% |
| Participant deferral / active EE | $7,559 | $3,024+150.0% | $3,985+89.7% | $4,125+83.2% |
| Admin fee / account holder | $1,498 | $5,474-72.6% | $6,852-78.1% | $5,651-73.5% |