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 | $112,175 | $88,751+26.4% | $81,812+37.1% | $145,922-23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.21% | 1025.40%-1019.2pp | 773.79%-767.6pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,412 | $3,083-54.2% | $2,912-51.5% | $4,660-69.7% |
| Participant deferral / active EE | $7,403 | $4,643+59.4% | $4,319+71.4% | $6,688+10.7% |
| Admin fee / account holder | $945 | $8,415-88.8% | $7,386-87.2% | $13,397-92.9% |