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 5-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 | $91,398 | $88,751+3.0% | $81,812+11.7% | $145,922-37.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.99% | 1025.40%-1017.4pp | 773.79%-765.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,575 | $3,083-48.9% | $2,912-45.9% | $4,660-66.2% |
| Participant deferral / active EE | $22,500 | $4,643+384.6% | $4,319+421.0% | $6,688+236.4% |
| Admin fee / account holder | $1,594 | $8,415-81.1% | $7,386-78.4% | $13,397-88.1% |