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 | $135,708 | $202,318-32.9% | $172,739-21.4% | $152,861-11.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.49% | 1029.65%-1020.2pp | 802.84%-793.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $15,470 | $5,856+164.2% | $5,143+200.8% | $4,762+224.9% |
| Participant deferral / active EE | $9,774 | $5,948+64.3% | $5,198+88.0% | $5,850+67.1% |
| Admin fee / account holder | $314 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |