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 | $214,467 | $98,750+117.2% | $149,696+43.3% | $79,858+168.6% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+17.0pp |
| Annual return | -0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $7,490 | $3,216+132.9% | $4,644+61.3% | $2,471+203.1% |
| Participant deferral / active EE | $15,677 | $5,680+176.0% | $6,842+129.1% | $3,740+319.2% |
| Admin fee / account holder | $49,943 | $6,053+725.1% | $9,309+436.5% | $5,306+841.2% |