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 | $62,482 | $65,409-4.5% | $98,442-36.5% | $85,850-27.2% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.3%+18.9pp |
| Annual return | 10.62% | 21.76%-11.1pp | 1492.73%-1482.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $3,434 | $2,168+58.4% | $2,960+16.0% | $2,565+33.9% |
| Participant deferral / active EE | $5,993 | $3,166+89.3% | $4,276+40.1% | $3,952+51.7% |
| Admin fee / account holder | $7,880 | $4,593+71.6% | $5,949+32.4% | $6,260+25.9% |