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 | $216,482 | $96,635+124.0% | $86,612+149.9% | $139,434+55.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.67% | 106.41%-98.7pp | 591.07%-583.4pp | 372.94%-365.3pp |
| Employer contribution / active EE | $11,568 | $3,263+254.5% | $3,022+282.7% | $4,751+143.5% |
| Participant deferral / active EE | $8,191 | $4,836+69.4% | $4,438+84.6% | $6,710+22.1% |
| Admin fee / account holder | $50,939 | $6,408+694.9% | $5,614+807.3% | $11,403+346.7% |