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 9-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 | $135,862 | $70,756+92.0% | $65,493+107.4% | $142,382-4.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.64% | 1754.89%-1744.3pp | 982.45%-971.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $11,037 | $2,881+283.1% | $2,574+328.7% | $4,299+156.7% |
| Participant deferral / active EE | $5,547 | $4,637+19.6% | $3,961+40.0% | $6,507-14.8% |
| Admin fee / account holder | $24,264 | $6,559+269.9% | $5,028+382.6% | $12,624+92.2% |