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 | $168,911 | $102,317+65.1% | $146,958+14.9% | $80,856+108.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.83% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,343 | $3,713-10.0% | $4,933-32.2% | $2,755+21.4% |
| Participant deferral / active EE | $15,978 | $6,644+140.5% | $8,070+98.0% | $4,296+272.0% |
| Admin fee / account holder | $11,716 | $7,941+47.5% | $12,998-9.9% | $6,918+69.4% |