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 6-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 | $75,634 | $156,846-51.8% | $121,098-37.5% | $139,434-45.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.82% | 1474.56%-1465.7pp | 985.75%-976.9pp | 372.94%-364.1pp |
| Employer contribution / active EE | $15,800 | $5,536+185.4% | $4,164+279.5% | $4,751+232.6% |
| Participant deferral / active EE | $6,000 | $4,844+23.9% | $4,080+47.1% | $6,710-10.6% |
| Admin fee / account holder | $2,487 | $6,946-64.2% | $5,644-55.9% | $11,403-78.2% |