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 3-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 | $47,603 | $88,751-46.4% | $81,812-41.8% | $145,922-67.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 5.58% | 1025.40%-1019.8pp | 773.79%-768.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $13,335 | $3,083+332.5% | $2,912+357.9% | $4,660+186.2% |
| Participant deferral / active EE | $9,427 | $4,643+103.0% | $4,319+118.3% | $6,688+41.0% |
| Admin fee / account holder | $19,971 | $8,415+137.3% | $7,386+170.4% | $13,397+49.1% |