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 | $129,668 | $58,208+122.8% | $81,812+58.5% | $80,856+60.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.96% | 41.66%-32.7pp | 773.79%-764.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $5,375 | $2,340+129.7% | $2,912+84.6% | $2,755+95.1% |
| Participant deferral / active EE | $6,215 | $3,281+89.4% | $4,319+43.9% | $4,296+44.7% |
| Admin fee / account holder | $15,296 | $4,981+207.1% | $7,386+107.1% | $6,918+121.1% |