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 | $229,923 | $107,334+114.2% | $92,893+147.5% | $152,861+50.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.96% | 145.58%-136.6pp | 109.41%-100.5pp | 345.32%-336.4pp |
| Employer contribution / active EE | $9,426 | $4,221+123.3% | $3,653+158.1% | $4,762+97.9% |
| Participant deferral / active EE | $9,600 | $4,845+98.2% | $4,236+126.6% | $5,850+64.1% |
| Admin fee / account holder | $5,436 | $7,079-23.2% | $5,794-6.2% | $11,596-53.1% |