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 | $62,990 | $150,440-58.1% | $136,294-53.8% | $147,584-57.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.01% | 1049.08%-1040.1pp | 5155.94%-5146.9pp | 578.55%-569.5pp |
| Employer contribution / active EE | $2,924 | $5,256-44.4% | $4,695-37.7% | $4,876-40.0% |
| Participant deferral / active EE | $6,875 | $6,630+3.7% | $6,247+10.1% | $5,439+26.4% |
| Admin fee / account holder | $1,433 | $10,905-86.9% | $9,243-84.5% | $10,885-86.8% |