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 7-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 | $230,909 | $176,056+31.2% | $159,436+44.8% | $167,490+37.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.69% | 331.75%-324.1pp | 263.57%-255.9pp | 478.56%-470.9pp |
| Employer contribution / active EE | $3,844 | $5,297-27.4% | $4,829-20.4% | $4,837-20.5% |
| Participant deferral / active EE | $10,163 | $7,750+31.1% | $7,352+38.2% | $6,341+60.3% |
| Admin fee / account holder | $872 | $12,554-93.1% | $10,799-91.9% | $12,309-92.9% |