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 | $242,130 | $89,355+171.0% | $141,162+71.5% | $72,985+231.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.04% | 111.85%-94.8pp | 71.39%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $3,791 | $3,114+21.7% | $4,735-19.9% | $2,440+55.4% |
| Participant deferral / active EE | $4,681 | $5,418-13.6% | $6,709-30.2% | $3,607+29.8% |
| Admin fee / account holder | $31,005 | $5,958+420.4% | $10,261+202.2% | $5,124+505.0% |