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 | $39,945 | $104,486-61.8% | $76,817-48.0% | $152,861-73.9% |
| Participation rate | 94.4% | 76.6%+17.9pp | 72.1%+22.4pp | 82.4%+12.0pp |
| Annual return | 3.41% | 1013.37%-1010.0pp | 1166.11%-1162.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $1,412 | $3,116-54.7% | $2,302-38.7% | $4,762-70.3% |
| Participant deferral / active EE | $2,076 | $4,236-51.0% | $3,336-37.8% | $5,850-64.5% |
| Admin fee / account holder | $714 | $12,275-94.2% | $6,420-88.9% | $11,596-93.8% |