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 | $54,667 | $118,680-53.9% | $98,907-44.7% | $158,922-65.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.06% | 372.35%-367.3pp | 196.43%-191.4pp | 302.83%-297.8pp |
| Employer contribution / active EE | $11,067 | $3,333+232.0% | $2,689+311.6% | $4,761+132.4% |
| Participant deferral / active EE | $4,456 | $5,088-12.4% | $4,244+5.0% | $5,982-25.5% |
| Admin fee / account holder | $2,569 | $10,131-74.6% | $6,642-61.3% | $11,246-77.2% |