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 | $86,177 | $65,561+31.4% | $86,1880% | $75,163+14.7% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 12.00% | 46.05%-34.1pp | 1168.45%-1156.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $4,292 | $1,553+176.5% | $2,380+80.3% | $2,670+60.8% |
| Participant deferral / active EE | $4,201 | $3,024+38.9% | $3,985+5.4% | $4,125+1.8% |
| Admin fee / account holder | $9,768 | $5,474+78.4% | $6,852+42.6% | $5,651+72.9% |