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 | $133,450 | $63,346+110.7% | $92,233+44.7% | $70,131+90.3% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 6.14% | 530.12%-524.0pp | 176.28%-170.1pp | 73.14%-67.0pp |
| Employer contribution / active EE | $12,136 | $2,471+391.1% | $3,679+229.9% | $2,342+418.1% |
| Participant deferral / active EE | $4,331 | $2,854+51.8% | $3,897+11.1% | $3,332+30.0% |
| Admin fee / account holder | $89,211 | $3,840+2223.1% | $5,194+1617.7% | $4,645+1820.4% |