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 | $139,697 | $99,020+41.1% | $86,590+61.3% | $147,584-5.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.41% | 1312.34%-1311.9pp | 964.84%-964.4pp | 578.55%-578.1pp |
| Employer contribution / active EE | $3,106 | $3,132-0.8% | $2,839+9.4% | $4,876-36.3% |
| Participant deferral / active EE | $6,672 | $3,972+68.0% | $3,609+84.9% | $5,439+22.7% |
| Admin fee / account holder | $3,947 | $5,710-30.9% | $4,906-19.6% | $10,885-63.7% |