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 | $30,941 | $96,635-68.0% | $86,612-64.3% | $139,434-77.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.08% | 106.41%-101.3pp | 591.07%-586.0pp | 372.94%-367.9pp |
| Employer contribution / active EE | $5,408 | $3,263+65.7% | $3,022+78.9% | $4,751+13.8% |
| Participant deferral / active EE | $2,331 | $4,836-51.8% | $4,438-47.5% | $6,710-65.3% |
| Admin fee / account holder | $2,794 | $6,408-56.4% | $5,614-50.2% | $11,403-75.5% |