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 | $167,714 | $70,756+137.0% | $65,493+156.1% | $142,382+17.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.01% | 1754.89%-1744.9pp | 982.45%-972.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $10,851 | $2,881+276.7% | $2,574+321.5% | $4,299+152.4% |
| Participant deferral / active EE | $3,749 | $4,637-19.2% | $3,961-5.4% | $6,507-42.4% |
| Admin fee / account holder | $34,859 | $6,559+431.5% | $5,028+593.3% | $12,624+176.1% |