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 | $39,947 | $157,256-74.6% | $141,162-71.7% | $152,861-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 14.36% | 64.32%-50.0pp | 71.39%-57.0pp | 345.32%-331.0pp |
| Employer contribution / active EE | $2,456 | $5,261-53.3% | $4,735-48.1% | $4,762-48.4% |
| Participant deferral / active EE | $2,805 | $7,109-60.5% | $6,709-58.2% | $5,850-52.1% |
| Admin fee / account holder | $199,006 | $12,120+1542.0% | $10,261+1839.4% | $11,596+1616.1% |