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 | $206,026 | $57,281+259.7% | $86,612+137.9% | $75,163+174.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.50% | 2670.75%-2659.2pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $4,777 | $2,314+106.4% | $3,022+58.0% | $2,670+78.9% |
| Participant deferral / active EE | $6,111 | $3,318+84.2% | $4,438+37.7% | $4,125+48.1% |
| Admin fee / account holder | $4,148 | $4,112+0.9% | $5,614-26.1% | $5,651-26.6% |