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 | $99,725 | $56,199+77.4% | $67,652+47.4% | $59,632+67.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.45% | 18505.31%-18508.8pp | 6625.04%-6628.5pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $6,929 | $1,614+329.1% | $2,266+205.8% | $2,203+214.6% |
| Participant deferral / active EE | $2,421 | $2,844-14.9% | $3,560-32.0% | $3,192-24.1% |
| Admin fee / account holder | $1,089 | $3,958-72.5% | $4,821-77.4% | $4,297-74.7% |