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 | $231,811 | $89,355+159.4% | $141,162+64.2% | $72,985+217.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.83% | 111.85%-94.0pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $7,131 | $3,114+129.0% | $4,735+50.6% | $2,440+192.3% |
| Participant deferral / active EE | $6,591 | $5,418+21.7% | $6,709-1.8% | $3,607+82.7% |
| Admin fee / account holder | $2,440 | $5,958-59.0% | $10,261-76.2% | $5,124-52.4% |