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 | $156,034 | $105,998+47.2% | $92,233+69.2% | $147,584+5.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3.98% | 50.05%-46.1pp | 176.28%-172.3pp | 578.55%-574.6pp |
| Employer contribution / active EE | $7,061 | $4,333+63.0% | $3,679+91.9% | $4,876+44.8% |
| Participant deferral / active EE | $3,333 | $4,478-25.6% | $3,897-14.5% | $5,439-38.7% |
| Admin fee / account holder | $2,461 | $6,332-61.1% | $5,194-52.6% | $10,885-77.4% |