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 | $156,026 | $88,751+75.8% | $81,812+90.7% | $145,922+6.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.64% | 1025.40%-1018.8pp | 773.79%-767.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $10,987 | $3,083+256.3% | $2,912+277.3% | $4,660+135.8% |
| Participant deferral / active EE | $11,079 | $4,643+138.6% | $4,319+156.5% | $6,688+65.7% |
| Admin fee / account holder | $209,744 | $8,415+2392.4% | $7,386+2739.8% | $13,397+1465.6% |