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 | $240,932 | $70,756+240.5% | $65,493+267.9% | $142,382+69.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 1.84% | 1754.89%-1753.1pp | 982.45%-980.6pp | 217.08%-215.2pp |
| Employer contribution / active EE | $40,827 | $2,881+1317.3% | $2,574+1486.0% | $4,299+849.7% |
| Participant deferral / active EE | $11,488 | $4,637+147.7% | $3,961+190.0% | $6,507+76.5% |
| Admin fee / account holder | $2,724 | $6,559-58.5% | $5,028-45.8% | $12,624-78.4% |