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 | $153,999 | $63,346+143.1% | $92,233+67.0% | $70,131+119.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.02% | 530.12%-527.1pp | 176.28%-173.3pp | 73.14%-70.1pp |
| Employer contribution / active EE | $7,328 | $2,471+196.6% | $3,679+99.2% | $2,342+212.9% |
| Participant deferral / active EE | $2,769 | $2,854-3.0% | $3,897-28.9% | $3,332-16.9% |
| Admin fee / account holder | $5,050 | $3,840+31.5% | $5,194-2.8% | $4,645+8.7% |