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 | $65,088 | $150,440-56.7% | $136,294-52.2% | $147,584-55.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.60% | 1049.08%-1040.5pp | 5155.94%-5147.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $5,155 | $5,256-1.9% | $4,695+9.8% | $4,876+5.7% |
| Participant deferral / active EE | $3,929 | $6,630-40.7% | $6,247-37.1% | $5,439-27.8% |
| Admin fee / account holder | $9,612 | $10,905-11.9% | $9,243+4.0% | $10,885-11.7% |