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 | $213,796 | $77,314+176.5% | $177,989+20.1% | $80,856+164.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 3.13% | 18.09%-15.0pp | 294.48%-291.4pp | 35.59%-32.5pp |
| Employer contribution / active EE | $6,337 | $2,292+176.5% | $3,949+60.5% | $2,755+130.1% |
| Participant deferral / active EE | $9,873 | $4,411+123.8% | $6,276+57.3% | $4,296+129.8% |
| Admin fee / account holder | $3,574 | $7,191-50.3% | $10,363-65.5% | $6,918-48.3% |