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 | $226,651 | $93,571+142.2% | $135,903+66.8% | $75,163+201.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.83% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $11,492 | $3,537+224.9% | $4,856+136.6% | $2,670+330.4% |
| Participant deferral / active EE | $11,163 | $6,404+74.3% | $7,758+43.9% | $4,125+170.6% |
| Admin fee / account holder | $21,939 | $6,975+214.5% | $10,762+103.9% | $5,651+288.2% |