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 | $199,703 | $175,202+14.0% | $149,673+33.4% | $139,434+43.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.46% | 166.71%-164.3pp | 134.42%-132.0pp | 372.94%-370.5pp |
| Employer contribution / active EE | $2,707 | $5,474-50.5% | $4,818-43.8% | $4,751-43.0% |
| Participant deferral / active EE | $19,333 | $6,519+196.6% | $5,680+240.4% | $6,710+188.1% |
| Admin fee / account holder | $251,590 | $16,150+1457.8% | $13,210+1804.6% | $11,403+2106.4% |