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 8-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 | $167,025 | $94,625+76.5% | $116,228+43.7% | $84,808+96.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 11.29% | 20.40%-9.1pp | 90.06%-78.8pp | 40.90%-29.6pp |
| Employer contribution / active EE | $8,942 | $2,347+281.1% | $2,994+198.6% | $2,631+239.9% |
| Participant deferral / active EE | $9,601 | $3,972+141.7% | $4,953+93.8% | $4,212+128.0% |
| Admin fee / account holder | $29,341 | $10,091+190.8% | $11,989+144.7% | $7,344+299.5% |