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 | $225,908 | $46,553+385.3% | $64,056+252.7% | $75,163+200.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 6.08% | 26.03%-20.0pp | 33.69%-27.6pp | 160.62%-154.5pp |
| Employer contribution / active EE | $11,185 | $1,974+466.7% | $2,747+307.2% | $2,670+318.9% |
| Participant deferral / active EE | $5,507 | $2,837+94.1% | $3,880+41.9% | $4,125+33.5% |
| Admin fee / account holder | $10,447 | $2,952+253.9% | $3,068+240.5% | $5,651+84.9% |