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 | $135,359 | $202,318-33.1% | $172,739-21.6% | $152,861-11.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.32% | 1029.65%-1026.3pp | 802.84%-799.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $4,109 | $5,856-29.8% | $5,143-20.1% | $4,762-13.7% |
| Participant deferral / active EE | $13,034 | $5,948+119.1% | $5,198+150.8% | $5,850+122.8% |
| Admin fee / account holder | $1,384 | $17,109-91.9% | $13,954-90.1% | $11,596-88.1% |