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 | $130,216 | $85,202+52.8% | $172,739-24.6% | $72,985+78.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 11.97% | 27.32%-15.3pp | 802.84%-790.9pp | 81.00%-69.0pp |
| Employer contribution / active EE | $5,873 | $3,324+76.7% | $5,143+14.2% | $2,440+140.7% |
| Participant deferral / active EE | $4,204 | $3,260+28.9% | $5,198-19.1% | $3,607+16.5% |
| Admin fee / account holder | $1,881 | $5,884-68.0% | $13,954-86.5% | $5,124-63.3% |