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 | $114,746 | $85,202+34.7% | $172,739-33.6% | $72,985+57.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.30% | 27.32%-12.0pp | 802.84%-787.5pp | 81.00%-65.7pp |
| Employer contribution / active EE | $6,701 | $3,324+101.6% | $5,143+30.3% | $2,440+174.7% |
| Participant deferral / active EE | $4,473 | $3,260+37.2% | $5,198-13.9% | $3,607+24.0% |
| Admin fee / account holder | $23,904 | $5,884+306.3% | $13,954+71.3% | $5,124+366.5% |