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 | $198,398 | $109,327+81.5% | $89,391+121.9% | $158,922+24.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.45% | 345.68%-342.2pp | 245.62%-242.2pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,652 | $3,170-47.9% | $2,586-36.1% | $4,761-65.3% |
| Participant deferral / active EE | $3,800 | $4,598-17.4% | $3,890-2.3% | $5,982-36.5% |
| Admin fee / account holder | $4,890 | $6,153-20.5% | $4,881+0.2% | $11,246-56.5% |