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 | $179,380 | $102,317+75.3% | $146,958+22.1% | $80,856+121.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.35% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,294 | $3,713-11.3% | $4,933-33.2% | $2,755+19.6% |
| Participant deferral / active EE | $10,840 | $6,644+63.2% | $8,070+34.3% | $4,296+152.4% |
| Admin fee / account holder | $9,150 | $7,941+15.2% | $12,998-29.6% | $6,918+32.3% |