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 | $196,920 | $72,404+172.0% | $110,238+78.6% | $64,186+206.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -10.79% | -6.29%-4.5pp | 314.74%-325.5pp | 7.63%-18.4pp |
| Employer contribution / active EE | $4,781 | $2,282+109.5% | $3,826+24.9% | $2,381+100.8% |
| Participant deferral / active EE | $4,758 | $3,469+37.1% | $4,672+1.8% | $3,470+37.1% |
| Admin fee / account holder | $5,230 | $5,664-7.7% | $8,547-38.8% | $4,888+7.0% |