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 | $131,397 | $102,382+28.3% | $147,005-10.6% | $80,874+62.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.65% | 134.89%-123.2pp | 418.76%-407.1pp | 35.62%-24.0pp |
| Employer contribution / active EE | $3,940 | $3,715+6.1% | $4,934-20.1% | $2,756+43.0% |
| Participant deferral / active EE | $11,414 | $6,646+71.7% | $8,070+41.4% | $4,297+165.6% |
| Admin fee / account holder | $12,245 | $7,942+54.2% | $13,006-5.9% | $6,935+76.6% |