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 | $22,385 | $100,852-77.8% | $90,404-75.2% | $158,922-85.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 3.53% | 1724.20%-1720.7pp | 1293.02%-1289.5pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,418 | $3,689-34.4% | $3,262-25.9% | $4,761-49.2% |
| Participant deferral / active EE | $5,371 | $4,348+23.5% | $3,963+35.5% | $5,982-10.2% |
| Admin fee / account holder | $42,412 | $6,501+552.4% | $5,611+655.9% | $11,246+277.1% |