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 | $61,495 | $202,318-69.6% | $172,739-64.4% | $152,861-59.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 10.74% | 1029.65%-1018.9pp | 802.84%-792.1pp | 345.32%-334.6pp |
| Employer contribution / active EE | $1,839 | $5,856-68.6% | $5,143-64.3% | $4,762-61.4% |
| Participant deferral / active EE | $4,139 | $5,948-30.4% | $5,198-20.4% | $5,850-29.2% |
| Admin fee / account holder | $61,813 | $17,109+261.3% | $13,954+343.0% | $11,596+433.0% |