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 | $52,863 | $124,185-57.4% | $108,410-51.2% | $167,490-68.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.41% | 1379.64%-1374.2pp | 905.27%-899.9pp | 478.56%-473.1pp |
| Employer contribution / active EE | $3,649 | $4,187-12.8% | $3,558+2.6% | $4,837-24.6% |
| Participant deferral / active EE | $7,609 | $6,908+10.1% | $6,563+15.9% | $6,341+20.0% |
| Admin fee / account holder | $2,000 | $9,455-78.8% | $7,295-72.6% | $12,309-83.8% |