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 | $12,983 | $99,020-86.9% | $86,590-85.0% | $147,584-91.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4.73% | 1312.34%-1307.6pp | 964.84%-960.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $8,335 | $3,132+166.1% | $2,839+193.6% | $4,876+70.9% |
| Participant deferral / active EE | $10,023 | $3,972+152.3% | $3,609+177.8% | $5,439+84.3% |
| Admin fee / account holder | $103,878 | $5,710+1719.1% | $4,906+2017.5% | $10,885+854.3% |