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 | $193,878 | $150,440+28.9% | $136,294+42.2% | $147,584+31.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.35% | 1049.08%-1038.7pp | 5155.94%-5145.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,452 | $5,256-72.4% | $4,695-69.1% | $4,876-70.2% |
| Participant deferral / active EE | $3,999 | $6,630-39.7% | $6,247-36.0% | $5,439-26.5% |
| Admin fee / account holder | $133,638 | $10,905+1125.4% | $9,243+1345.8% | $10,885+1127.7% |