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 | $143,190 | $57,281+150.0% | $86,612+65.3% | $75,163+90.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.85% | 2670.75%-2657.9pp | 591.07%-578.2pp | 160.62%-147.8pp |
| Employer contribution / active EE | $12,609 | $2,314+444.8% | $3,022+317.2% | $2,670+372.3% |
| Participant deferral / active EE | $4,744 | $3,318+43.0% | $4,438+6.9% | $4,125+15.0% |
| Admin fee / account holder | $8,993 | $4,112+118.7% | $5,614+60.2% | $5,651+59.1% |