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 3-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 | $169,926 | $169,032+0.5% | $129,207+31.5% | $145,922+16.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.14% | 14330.11%-14325.0pp | 9417.33%-9412.2pp | 561.29%-556.1pp |
| Employer contribution / active EE | $30,934 | $5,537+458.7% | $4,153+644.8% | $4,660+563.9% |
| Participant deferral / active EE | $26,000 | $4,987+421.3% | $4,168+523.9% | $6,688+288.8% |
| Admin fee / account holder | $1,696 | $9,954-83.0% | $7,715-78.0% | $13,397-87.3% |