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 | $226,578 | $53,516+323.4% | $126,539+79.1% | $84,808+167.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.18% | 58.34%-47.2pp | 425.95%-414.8pp | 40.90%-29.7pp |
| Employer contribution / active EE | $9,288 | $1,535+505.2% | $3,674+152.8% | $2,631+253.0% |
| Participant deferral / active EE | $8,222 | $2,671+207.9% | $4,083+101.4% | $4,212+95.2% |
| Admin fee / account holder | $10,674 | $4,497+137.4% | $6,065+76.0% | $7,344+45.3% |