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 | $141,910 | $48,795+190.8% | $65,493+116.7% | $84,808+67.3% |
| Participation rate | 93.3% | 67.0%+26.4pp | 73.1%+20.2pp | 68.3%+25.0pp |
| Annual return | 10.45% | 20.20%-9.8pp | 982.45%-972.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $18,167 | $1,930+841.4% | $2,574+605.7% | $2,631+590.5% |
| Participant deferral / active EE | $4,999 | $2,928+70.7% | $3,961+26.2% | $4,212+18.7% |
| Admin fee / account holder | $8,027 | $3,877+107.0% | $5,028+59.6% | $7,344+9.3% |