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 | $98,828 | $39,019+153.3% | $80,716+22.4% | $85,850+15.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 9.78% | 26.27%-16.5pp | 87.28%-77.5pp | 318.53%-308.8pp |
| Employer contribution / active EE | $2,604 | $722+260.7% | $1,160+124.5% | $2,565+1.5% |
| Participant deferral / active EE | $3,653 | $1,326+175.6% | $2,146+70.2% | $3,952-7.6% |
| Admin fee / account holder | $4,670 | $2,431+92.1% | $3,380+38.2% | $6,260-25.4% |