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 | $31,750 | $158,398-80.0% | $126,539-74.9% | $142,382-77.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.62% | 593.76%-585.1pp | 425.95%-417.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,495 | $4,650-67.9% | $3,674-59.3% | $4,299-65.2% |
| Participant deferral / active EE | $2,792 | $4,767-41.4% | $4,083-31.6% | $6,507-57.1% |
| Admin fee / account holder | $20,131 | $6,918+191.0% | $6,065+231.9% | $12,624+59.5% |