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 | $190,141 | $118,680+60.2% | $98,907+92.2% | $158,922+19.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 1.56% | 372.35%-370.8pp | 196.43%-194.9pp | 302.83%-301.3pp |
| Employer contribution / active EE | $11,690 | $3,333+250.7% | $2,689+334.7% | $4,761+145.5% |
| Participant deferral / active EE | $2,429 | $5,088-52.3% | $4,244-42.8% | $5,982-59.4% |
| Admin fee / account holder | $5,718 | $10,131-43.6% | $6,642-13.9% | $11,246-49.2% |