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 | $206,613 | $77,899+165.2% | $149,673+38.0% | $75,163+174.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 4.49% | 31.72%-27.2pp | 134.42%-129.9pp | 160.62%-156.1pp |
| Employer contribution / active EE | $9,491 | $3,137+202.5% | $4,818+97.0% | $2,670+255.5% |
| Participant deferral / active EE | $6,049 | $3,411+77.3% | $5,680+6.5% | $4,125+46.6% |
| Admin fee / account holder | $68,371 | $5,956+1047.9% | $13,210+417.6% | $5,651+1109.9% |