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 9-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 | $180,905 | $102,317+76.8% | $146,958+23.1% | $80,856+123.7% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 11.26% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $9,462 | $3,713+154.8% | $4,933+91.8% | $2,755+243.5% |
| Participant deferral / active EE | $19,850 | $6,644+198.8% | $8,070+146.0% | $4,296+362.1% |
| Admin fee / account holder | $57,331 | $7,941+621.9% | $12,998+341.1% | $6,918+728.7% |