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 4-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 | $147,145 | $175,202-16.0% | $149,673-1.7% | $139,434+5.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.56% | 166.71%-158.1pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $18,907 | $5,474+245.4% | $4,818+292.4% | $4,751+298.0% |
| Participant deferral / active EE | $15,379 | $6,519+135.9% | $5,680+170.7% | $6,710+129.2% |
| Admin fee / account holder | $403,723 | $16,150+2399.8% | $13,210+2956.2% | $11,403+3440.7% |