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 | $232,599 | $177,572+31.0% | $154,803+50.3% | $142,382+63.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 4.79% | 65.07%-60.3pp | 58.88%-54.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,122 | $4,810-76.7% | $4,305-73.9% | $4,299-73.9% |
| Participant deferral / active EE | $15,194 | $6,272+142.3% | $5,540+174.2% | $6,507+133.5% |
| Admin fee / account holder | $734 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |