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 | $176,145 | $104,907+67.9% | $84,611+108.2% | $152,861+15.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 5.33% | 373.79%-368.5pp | 258.74%-253.4pp | 345.32%-340.0pp |
| Employer contribution / active EE | $10,202 | $3,302+209.0% | $2,652+284.7% | $4,762+114.2% |
| Participant deferral / active EE | $2,217 | $4,688-52.7% | $3,899-43.1% | $5,850-62.1% |
| Admin fee / account holder | $9,510 | $6,241+52.4% | $4,912+93.6% | $11,596-18.0% |