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 | $151,038 | $98,750+53.0% | $149,696+0.9% | $79,858+89.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.02% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $11,421 | $3,216+255.1% | $4,644+145.9% | $2,471+362.2% |
| Participant deferral / active EE | $7,575 | $5,680+33.4% | $6,842+10.7% | $3,740+102.5% |
| Admin fee / account holder | $9,547 | $6,053+57.7% | $9,309+2.6% | $5,306+79.9% |