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 | $69,112 | $150,440-54.1% | $136,294-49.3% | $147,584-53.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.03% | 1049.08%-1043.1pp | 5155.94%-5149.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $1,302 | $5,256-75.2% | $4,695-72.3% | $4,876-73.3% |
| Participant deferral / active EE | $2,278 | $6,630-65.6% | $6,247-63.5% | $5,439-58.1% |
| Admin fee / account holder | $3,007 | $10,905-72.4% | $9,243-67.5% | $10,885-72.4% |