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 | $61,058 | $106,890-42.9% | $84,015-27.3% | $152,861-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 5.73% | 104.99%-99.3pp | 71.31%-65.6pp | 345.32%-339.6pp |
| Employer contribution / active EE | $4,508 | $2,734+64.9% | $1,983+127.3% | $4,762-5.3% |
| Participant deferral / active EE | $3,182 | $4,011-20.7% | $3,239-1.8% | $5,850-45.6% |
| Admin fee / account holder | $1,898 | $8,285-77.1% | $6,101-68.9% | $11,596-83.6% |