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 | $242,325 | $175,202+38.3% | $149,673+61.9% | $139,434+73.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.61% | 166.71%-157.1pp | 134.42%-124.8pp | 372.94%-363.3pp |
| Employer contribution / active EE | $12,857 | $5,474+134.9% | $4,818+166.9% | $4,751+170.6% |
| Participant deferral / active EE | $7,629 | $6,519+17.0% | $5,680+34.3% | $6,710+13.7% |
| Admin fee / account holder | $1,446 | $16,150-91.0% | $13,210-89.1% | $11,403-87.3% |