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 | $238,344 | $80,717+195.3% | $154,803+54.0% | $84,808+181.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.09% | 37.96%-24.9pp | 58.88%-45.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $9,219 | $2,761+233.9% | $4,305+114.1% | $2,631+250.4% |
| Participant deferral / active EE | $6,101 | $3,303+84.7% | $5,540+10.1% | $4,212+44.9% |
| Admin fee / account holder | $16,041 | $6,746+137.8% | $14,329+11.9% | $7,344+118.4% |