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 | $191,970 | $132,634+44.7% | $115,768+65.8% | $137,256+39.9% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.4%+12.3pp | 80.0%+6.7pp |
| Annual return | 5.36% | 160.70%-155.3pp | 100.46%-95.1pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,949 | $3,360-42.0% | $2,940-33.7% | $4,156-53.1% |
| Participant deferral / active EE | $3,671 | $5,619-34.7% | $4,917-25.3% | $6,407-42.7% |
| Admin fee / account holder | $101,966 | $15,028+578.5% | $12,439+719.7% | $12,270+731.0% |