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 | $153,400 | $85,202+80.0% | $172,739-11.2% | $72,985+110.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.50% | 27.32%-12.8pp | 802.84%-788.3pp | 81.00%-66.5pp |
| Employer contribution / active EE | $5,641 | $3,324+69.7% | $5,143+9.7% | $2,440+131.2% |
| Participant deferral / active EE | $4,319 | $3,260+32.5% | $5,198-16.9% | $3,607+19.7% |
| Admin fee / account holder | $56,347 | $5,884+857.7% | $13,954+303.8% | $5,124+999.6% |