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 | $208,631 | $102,317+103.9% | $146,958+42.0% | $80,856+158.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 7.15% | 134.76%-127.6pp | 418.34%-411.2pp | 35.59%-28.4pp |
| Employer contribution / active EE | $11,538 | $3,713+210.7% | $4,933+133.9% | $2,755+318.8% |
| Participant deferral / active EE | $4,598 | $6,644-30.8% | $8,070-43.0% | $4,296+7.0% |
| Admin fee / account holder | $5,442 | $7,941-31.5% | $12,998-58.1% | $6,918-21.3% |