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 | $96,175 | $99,020-2.9% | $86,590+11.1% | $147,584-34.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.98% | 1312.34%-1304.4pp | 964.84%-956.9pp | 578.55%-570.6pp |
| Employer contribution / active EE | $5,145 | $3,132+64.3% | $2,839+81.2% | $4,876+5.5% |
| Participant deferral / active EE | $5,946 | $3,972+49.7% | $3,609+64.8% | $5,439+9.3% |
| Admin fee / account holder | $22,600 | $5,710+295.8% | $4,906+360.7% | $10,885+107.6% |