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 | $159,847 | $144,119+10.9% | $117,854+35.6% | $147,584+8.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.39% | 531.15%-523.8pp | 335.08%-327.7pp | 578.55%-571.2pp |
| Employer contribution / active EE | $4,153 | $4,896-15.2% | $3,786+9.7% | $4,876-14.8% |
| Participant deferral / active EE | $21,330 | $5,316+301.3% | $4,482+375.9% | $5,439+292.2% |
| Admin fee / account holder | $87,931 | $10,886+707.8% | $8,020+996.4% | $10,885+707.8% |