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 | $53,565 | $60,124-10.9% | $90,404-40.7% | $79,858-32.9% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 6.92% | 71.94%-65.0pp | 1293.02%-1286.1pp | 31.71%-24.8pp |
| Employer contribution / active EE | $4,097 | $2,068+98.1% | $3,262+25.6% | $2,471+65.8% |
| Participant deferral / active EE | $3,187 | $2,938+8.5% | $3,963-19.6% | $3,740-14.8% |
| Admin fee / account holder | $3,106 | $3,976-21.9% | $5,611-44.6% | $5,306-41.5% |