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 | $213,374 | $85,202+150.4% | $172,739+23.5% | $72,985+192.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.35% | 27.32%-27.0pp | 802.84%-802.5pp | 81.00%-80.6pp |
| Employer contribution / active EE | $8,628 | $3,324+159.5% | $5,143+67.8% | $2,440+253.6% |
| Participant deferral / active EE | $8,664 | $3,260+165.8% | $5,198+66.7% | $3,607+140.2% |
| Admin fee / account holder | $3,994 | $5,884-32.1% | $13,954-71.4% | $5,124-22.1% |