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 | $161,334 | $65,561+146.1% | $86,188+87.2% | $75,163+114.6% |
| Participation rate | 78.9% | 60.5%+18.5pp | 69.0%+10.0pp | 67.2%+11.8pp |
| Annual return | 10.50% | 46.05%-35.6pp | 1168.45%-1158.0pp | 160.62%-150.1pp |
| Employer contribution / active EE | $4,020 | $1,553+158.9% | $2,380+68.9% | $2,670+50.6% |
| Participant deferral / active EE | $3,426 | $3,024+13.3% | $3,985-14.0% | $4,125-16.9% |
| Admin fee / account holder | $61,028 | $5,474+1014.9% | $6,852+790.7% | $5,651+980.0% |