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 | $19,240 | $88,751-78.3% | $81,812-76.5% | $145,922-86.8% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 6.06% | 1025.40%-1019.3pp | 773.79%-767.7pp | 561.29%-555.2pp |
| Employer contribution / active EE | $6,896 | $3,083+123.7% | $2,912+136.8% | $4,660+48.0% |
| Participant deferral / active EE | $4,123 | $4,643-11.2% | $4,319-4.5% | $6,688-38.4% |
| Admin fee / account holder | $59,489 | $8,415+606.9% | $7,386+705.4% | $13,397+344.0% |