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 | $174,994 | $70,669+147.6% | $169,368+3.3% | $75,163+132.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 4.12% | 36.36%-32.2pp | 405.60%-401.5pp | 160.62%-156.5pp |
| Employer contribution / active EE | $11,125 | $2,211+403.2% | $4,013+177.2% | $2,670+316.7% |
| Participant deferral / active EE | $7,118 | $4,311+65.1% | $6,221+14.4% | $4,125+72.5% |
| Admin fee / account holder | $7,960 | $5,402+47.3% | $9,003-11.6% | $5,651+40.9% |