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 | $195,724 | $96,305+103.2% | $80,569+142.9% | $139,434+40.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 2.12% | 1350.08%-1348.0pp | 935.43%-933.3pp | 372.94%-370.8pp |
| Employer contribution / active EE | $48,944 | $3,262+1400.4% | $2,723+1697.1% | $4,751+930.2% |
| Participant deferral / active EE | $15,250 | $5,232+191.5% | $4,447+242.9% | $6,710+127.3% |
| Admin fee / account holder | $2,371,191 | $6,599+35835.3% | $5,377+43997.5% | $11,403+20695.4% |