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 | $153,676 | $85,202+80.4% | $172,739-11.0% | $72,985+110.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.27% | 27.32%-14.0pp | 802.84%-789.6pp | 81.00%-67.7pp |
| Employer contribution / active EE | $7,711 | $3,324+132.0% | $5,143+49.9% | $2,440+216.0% |
| Participant deferral / active EE | $5,213 | $3,260+59.9% | $5,198+0.3% | $3,607+44.5% |
| Admin fee / account holder | $5,565 | $5,884-5.4% | $13,954-60.1% | $5,124+8.6% |