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 5-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 | $195,472 | $79,944+144.5% | $98,439+98.6% | $75,163+160.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.66% | 19.75%-8.1pp | 21.16%-9.5pp | 160.62%-149.0pp |
| Employer contribution / active EE | $2,605 | $2,264+15.1% | $3,048-14.6% | $2,670-2.4% |
| Participant deferral / active EE | $10,242 | $3,752+173.0% | $4,738+116.2% | $4,125+148.3% |
| Admin fee / account holder | $84,401 | $6,840+1134.0% | $8,948+843.3% | $5,651+1393.6% |