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 | $235,817 | $77,813+203.1% | $123,544+90.9% | $64,186+267.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -14.78% | 12.48%-27.3pp | 119.20%-134.0pp | 7.63%-22.4pp |
| Employer contribution / active EE | $17,637 | $3,014+485.2% | $4,628+281.1% | $2,381+640.8% |
| Participant deferral / active EE | $5,730 | $5,240+9.3% | $6,426-10.8% | $3,470+65.1% |
| Admin fee / account holder | $4,637 | $5,519-16.0% | $9,284-50.0% | $4,888-5.1% |