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 | $176,893 | $73,515+140.6% | $62,995+180.8% | $147,584+19.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 5.84% | 175.43%-169.6pp | 87.57%-81.7pp | 578.55%-572.7pp |
| Employer contribution / active EE | $12,936 | $3,320+289.6% | $2,759+368.9% | $4,876+165.3% |
| Participant deferral / active EE | $7,600 | $4,185+81.6% | $3,329+128.3% | $5,439+39.7% |
| Admin fee / account holder | $257,595 | $5,953+4226.8% | $3,600+7055.5% | $10,885+2266.5% |