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 8-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 | $75,839 | $70,756+7.2% | $65,493+15.8% | $142,382-46.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.66% | 1754.89%-1744.2pp | 982.45%-971.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,426 | $2,881-50.5% | $2,574-44.6% | $4,299-66.8% |
| Participant deferral / active EE | $1,138 | $4,637-75.5% | $3,961-71.3% | $6,507-82.5% |
| Admin fee / account holder | $605 | $6,559-90.8% | $5,028-88.0% | $12,624-95.2% |