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 | $141,396 | $70,587+100.3% | $124,672+13.4% | $85,850+64.7% |
| Participation rate | 95.0% | 64.4%+30.6pp | 74.6%+20.4pp | 69.3%+25.7pp |
| Annual return | 9.21% | 20688.83%-20679.6pp | 5142.93%-5133.7pp | 318.53%-309.3pp |
| Employer contribution / active EE | $6,563 | $1,913+243.0% | $3,324+97.5% | $2,565+155.8% |
| Participant deferral / active EE | $2,323 | $2,969-21.8% | $4,614-49.7% | $3,952-41.2% |
| Admin fee / account holder | $1,566 | $5,282-70.4% | $7,493-79.1% | $6,260-75.0% |