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 | $57,184 | $57,281-0.2% | $86,612-34.0% | $75,163-23.9% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 11.51% | 2670.75%-2659.2pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $5,085 | $2,314+119.7% | $3,022+68.2% | $2,670+90.5% |
| Participant deferral / active EE | $1,861 | $3,318-43.9% | $4,438-58.1% | $4,125-54.9% |
| Admin fee / account holder | $9,261 | $4,112+125.2% | $5,614+65.0% | $5,651+63.9% |