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 | $215,804 | $106,515+102.6% | $96,683+123.2% | $139,434+54.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.86% | 38.43%-28.6pp | 35.69%-25.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $12,565 | $4,103+206.3% | $3,737+236.3% | $4,751+164.5% |
| Participant deferral / active EE | $8,350 | $5,454+53.1% | $4,878+71.2% | $6,710+24.4% |
| Admin fee / account holder | $1,061 | $7,877-86.5% | $6,730-84.2% | $11,403-90.7% |