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 | $48,952 | $57,281-14.5% | $86,612-43.5% | $75,163-34.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.31% | 2670.75%-2660.4pp | 591.07%-580.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,246 | $2,314-3.0% | $3,022-25.7% | $2,670-15.9% |
| Participant deferral / active EE | $4,900 | $3,318+47.7% | $4,438+10.4% | $4,125+18.8% |
| Admin fee / account holder | $21,413 | $4,112+420.8% | $5,614+281.4% | $5,651+278.9% |