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 | $165,767 | $150,440+10.2% | $136,294+21.6% | $147,584+12.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.25% | 1049.08%-1038.8pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $4,760 | $5,256-9.4% | $4,695+1.4% | $4,876-2.4% |
| Participant deferral / active EE | $5,950 | $6,630-10.3% | $6,247-4.8% | $5,439+9.4% |
| Admin fee / account holder | $37,227 | $10,905+241.4% | $9,243+302.7% | $10,885+242.0% |