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 9-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 | $141,614 | $150,440-5.9% | $136,294+3.9% | $147,584-4.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.99% | 1049.08%-1040.1pp | 5155.94%-5146.9pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,773 | $5,256-47.2% | $4,695-40.9% | $4,876-43.1% |
| Participant deferral / active EE | $17,942 | $6,630+170.6% | $6,247+187.2% | $5,439+229.9% |
| Admin fee / account holder | $134,420 | $10,905+1132.6% | $9,243+1354.2% | $10,885+1134.9% |