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 | $111,700 | $89,355+25.0% | $141,162-20.9% | $72,985+53.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.79% | 111.85%-95.1pp | 71.39%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $10,901 | $3,114+250.0% | $4,735+130.2% | $2,440+346.8% |
| Participant deferral / active EE | $3,917 | $5,418-27.7% | $6,709-41.6% | $3,607+8.6% |
| Admin fee / account holder | $39,720 | $5,958+566.7% | $10,261+287.1% | $5,124+675.1% |