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 | $107,357 | $150,440-28.6% | $136,294-21.2% | $147,584-27.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.98% | 1049.08%-1044.1pp | 5155.94%-5151.0pp | 578.55%-573.6pp |
| Employer contribution / active EE | $4,542 | $5,256-13.6% | $4,695-3.3% | $4,876-6.9% |
| Participant deferral / active EE | $16,598 | $6,630+150.3% | $6,247+165.7% | $5,439+205.2% |
| Admin fee / account holder | $168,918 | $10,905+1449.0% | $9,243+1727.4% | $10,885+1451.8% |