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 | $75,053 | $78,705-4.6% | $117,854-36.3% | $70,131+7.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.67% | 23.30%-14.6pp | 335.08%-326.4pp | 73.14%-64.5pp |
| Employer contribution / active EE | $5,447 | $2,223+145.0% | $3,786+43.9% | $2,342+132.5% |
| Participant deferral / active EE | $4,712 | $3,297+42.9% | $4,482+5.1% | $3,332+41.4% |
| Admin fee / account holder | $13,291 | $5,065+162.4% | $8,020+65.7% | $4,645+186.1% |