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 | $243,625 | $148,534+64.0% | $135,903+79.3% | $139,434+74.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.71% | 79.19%-77.5pp | 68.23%-66.5pp | 372.94%-371.2pp |
| Employer contribution / active EE | $21,624 | $5,243+312.4% | $4,856+345.3% | $4,751+355.2% |
| Participant deferral / active EE | $14,925 | $8,100+84.3% | $7,758+92.4% | $6,710+122.4% |
| Admin fee / account holder | $624,627 | $12,400+4937.4% | $10,762+5704.0% | $11,403+5378.0% |