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 | $151,526 | $91,190+66.2% | $178,490-15.1% | $79,858+89.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.10% | 24.19%-18.1pp | 151.07%-145.0pp | 31.71%-25.6pp |
| Employer contribution / active EE | $3,829 | $3,256+17.6% | $5,011-23.6% | $2,471+55.0% |
| Participant deferral / active EE | $6,029 | $3,236+86.3% | $5,202+15.9% | $3,740+61.2% |
| Admin fee / account holder | $58,467 | $6,751+766.1% | $13,984+318.1% | $5,306+1001.9% |