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 | $153,818 | $105,998+45.1% | $92,233+66.8% | $147,584+4.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.17% | 50.05%-40.9pp | 176.28%-167.1pp | 578.55%-569.4pp |
| Employer contribution / active EE | $18,113 | $4,333+318.0% | $3,679+392.3% | $4,876+271.4% |
| Participant deferral / active EE | $10,357 | $4,478+131.3% | $3,897+165.8% | $5,439+90.4% |
| Admin fee / account holder | $628 | $6,332-90.1% | $5,194-87.9% | $10,885-94.2% |