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 | $63,247 | $100,852-37.3% | $90,404-30.0% | $158,922-60.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 5.15% | 1724.20%-1719.1pp | 1293.02%-1287.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,175 | $3,689-68.2% | $3,262-64.0% | $4,761-75.3% |
| Participant deferral / active EE | $7,123 | $4,348+63.8% | $3,963+79.7% | $5,982+19.1% |
| Admin fee / account holder | $896 | $6,501-86.2% | $5,611-84.0% | $11,246-92.0% |