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 | $32,681 | $202,318-83.8% | $172,739-81.1% | $152,861-78.6% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 12.17% | 1029.65%-1017.5pp | 802.84%-790.7pp | 345.32%-333.1pp |
| Employer contribution / active EE | $2,868 | $5,856-51.0% | $5,143-44.2% | $4,762-39.8% |
| Participant deferral / active EE | $3,818 | $5,948-35.8% | $5,198-26.5% | $5,850-34.7% |
| Admin fee / account holder | $1,035 | $17,109-94.0% | $13,954-92.6% | $11,596-91.1% |