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 | $231,776 | $106,515+117.6% | $96,683+139.7% | $139,434+66.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 2.95% | 38.43%-35.5pp | 35.69%-32.7pp | 372.94%-370.0pp |
| Employer contribution / active EE | $2,101 | $4,103-48.8% | $3,737-43.8% | $4,751-55.8% |
| Participant deferral / active EE | $6,271 | $5,454+15.0% | $4,878+28.5% | $6,710-6.5% |
| Admin fee / account holder | $22,561 | $7,877+186.4% | $6,730+235.3% | $11,403+97.9% |