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 | $197,047 | $54,705+260.2% | $71,209+176.7% | $84,808+132.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.23% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,886 | $2,158+172.8% | $2,721+116.3% | $2,631+123.7% |
| Participant deferral / active EE | $7,948 | $3,030+162.3% | $4,175+90.4% | $4,212+88.7% |
| Admin fee / account holder | $32,401 | $4,863+566.2% | $5,349+505.8% | $7,344+341.2% |