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 | $203,498 | $102,604+98.3% | $86,188+136.1% | $139,434+45.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.02% | 1922.51%-1914.5pp | 1168.45%-1160.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $690 | $3,032-77.3% | $2,380-71.0% | $4,751-85.5% |
| Participant deferral / active EE | $6,667 | $4,676+42.6% | $3,985+67.3% | $6,710-0.6% |
| Admin fee / account holder | $1,339 | $8,657-84.5% | $6,852-80.5% | $11,403-88.3% |