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 | $153,099 | $85,766+78.5% | $136,294+12.3% | $70,131+118.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.00% | 31.45%-17.5pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $6,471 | $2,966+118.2% | $4,695+37.8% | $2,342+176.2% |
| Participant deferral / active EE | $6,539 | $5,051+29.4% | $6,247+4.7% | $3,332+96.3% |
| Admin fee / account holder | $835 | $5,420-84.6% | $9,243-91.0% | $4,645-82.0% |