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 | $61,015 | $60,124+1.5% | $90,404-32.5% | $79,858-23.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.18% | 71.94%-62.8pp | 1293.02%-1283.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,453 | $2,068+18.6% | $3,262-24.8% | $2,471-0.7% |
| Participant deferral / active EE | $4,049 | $2,938+37.8% | $3,963+2.2% | $3,740+8.3% |
| Admin fee / account holder | $17,394 | $3,976+337.4% | $5,611+210.0% | $5,306+227.8% |