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 | $241,643 | $98,750+144.7% | $149,696+61.4% | $79,858+202.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.68% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $6,720 | $3,216+108.9% | $4,644+44.7% | $2,471+172.0% |
| Participant deferral / active EE | $9,866 | $5,680+73.7% | $6,842+44.2% | $3,740+163.8% |
| Admin fee / account holder | $3,827 | $6,053-36.8% | $9,309-58.9% | $5,306-27.9% |