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 | $99,440 | $74,888+32.8% | $71,209+39.6% | $142,382-30.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.61% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,605 | $2,854+61.3% | $2,721+69.3% | $4,299+7.1% |
| Participant deferral / active EE | $10,164 | $4,454+128.2% | $4,175+143.4% | $6,507+56.2% |
| Admin fee / account holder | $6,686 | $5,568+20.1% | $5,349+25.0% | $12,624-47.0% |