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 | $57,598 | $105,181-45.2% | $159,436-63.9% | $85,850-32.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.71% | 45.07%-35.4pp | 263.57%-253.9pp | 318.53%-308.8pp |
| Employer contribution / active EE | $4,781 | $3,318+44.1% | $4,829-1.0% | $2,565+86.4% |
| Participant deferral / active EE | $3,316 | $5,945-44.2% | $7,352-54.9% | $3,952-16.1% |
| Admin fee / account holder | $27,083 | $6,933+290.6% | $10,799+150.8% | $6,260+332.6% |