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 | $220,622 | $98,750+123.4% | $149,696+47.4% | $79,858+176.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.97% | 27.43%-16.5pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $3,776 | $3,216+17.4% | $4,644-18.7% | $2,471+52.8% |
| Participant deferral / active EE | $11,433 | $5,680+101.3% | $6,842+67.1% | $3,740+205.7% |
| Admin fee / account holder | $2,234 | $6,053-63.1% | $9,309-76.0% | $5,306-57.9% |