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 | $63,807 | $70,756-9.8% | $65,493-2.6% | $142,382-55.2% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 10.72% | 1754.89%-1744.2pp | 982.45%-971.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5,809 | $2,881+101.7% | $2,574+125.7% | $4,299+35.1% |
| Participant deferral / active EE | $8,771 | $4,637+89.1% | $3,961+121.4% | $6,507+34.8% |
| Admin fee / account holder | $9,142 | $6,559+39.4% | $5,028+81.8% | $12,624-27.6% |