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 | $204,996 | $78,422+161.4% | $95,952+113.6% | $79,858+156.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.84% | 19.37%-10.5pp | 91.61%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $6,087 | $1,945+212.9% | $2,541+139.6% | $2,471+146.4% |
| Participant deferral / active EE | $3,975 | $3,440+15.5% | $4,167-4.6% | $3,740+6.3% |
| Admin fee / account holder | $4,433 | $5,622-21.1% | $6,795-34.8% | $5,306-16.4% |