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 | $48,534 | $202,318-76.0% | $172,739-71.9% | $152,861-68.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.41% | 1029.65%-1020.2pp | 802.84%-793.4pp | 345.32%-335.9pp |
| Employer contribution / active EE | $7,186 | $5,856+22.7% | $5,143+39.7% | $4,762+50.9% |
| Participant deferral / active EE | $11,192 | $5,948+88.2% | $5,198+115.3% | $5,850+91.3% |
| Admin fee / account holder | $9,350 | $17,109-45.3% | $13,954-33.0% | $11,596-19.4% |