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 | $99,921 | $156,846-36.3% | $121,098-17.5% | $139,434-28.3% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 5.75% | 1474.56%-1468.8pp | 985.75%-980.0pp | 372.94%-367.2pp |
| Employer contribution / active EE | $3,000 | $5,536-45.8% | $4,164-27.9% | $4,751-36.9% |
| Participant deferral / active EE | $6,786 | $4,844+40.1% | $4,080+66.3% | $6,710+1.1% |
| Admin fee / account holder | $2,444 | $6,946-64.8% | $5,644-56.7% | $11,403-78.6% |