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 | $44,338 | $65,409-32.2% | $98,442-55.0% | $85,850-48.4% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.9pp | 69.3%+19.9pp |
| Annual return | 11.43% | 21.76%-10.3pp | 1492.73%-1481.3pp | 318.53%-307.1pp |
| Employer contribution / active EE | $5,156 | $2,168+137.8% | $2,960+74.2% | $2,565+101.0% |
| Participant deferral / active EE | $1,419 | $3,166-55.2% | $4,276-66.8% | $3,952-64.1% |
| Admin fee / account holder | $7,837 | $4,593+70.6% | $5,949+31.7% | $6,260+25.2% |