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 | $81,859 | $93,373-12.3% | $152,466-46.3% | $85,850-4.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 78.2%+21.8pp | 69.3%+30.7pp |
| Annual return | 10.76% | 21.84%-11.1pp | 757.33%-746.6pp | 318.53%-307.8pp |
| Employer contribution / active EE | $4,543 | $2,996+51.6% | $4,327+5.0% | $2,565+77.1% |
| Participant deferral / active EE | $5,110 | $4,550+12.3% | $5,820-12.2% | $3,952+29.3% |
| Admin fee / account holder | $10,789 | $13,853-22.1% | $15,805-31.7% | $6,260+72.4% |