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 | $179,790 | $105,998+69.6% | $92,233+94.9% | $147,584+21.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.11% | 50.05%-41.9pp | 176.28%-168.2pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,676 | $4,333-61.3% | $3,679-54.4% | $4,876-65.6% |
| Participant deferral / active EE | $3,071 | $4,478-31.4% | $3,897-21.2% | $5,439-43.5% |
| Admin fee / account holder | $29,289 | $6,332+362.5% | $5,194+464.0% | $10,885+169.1% |