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 | $221,223 | $96,305+129.7% | $80,569+174.6% | $139,434+58.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.18% | 1350.08%-1339.9pp | 935.43%-925.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $13,710 | $3,262+320.3% | $2,723+403.4% | $4,751+188.6% |
| Participant deferral / active EE | $5,211 | $5,232-0.4% | $4,447+17.2% | $6,710-22.3% |
| Admin fee / account holder | $24,411 | $6,599+269.9% | $5,377+354.0% | $11,403+114.1% |