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 9-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 | $196,381 | $48,570+304.3% | $130,648+50.3% | $72,985+169.1% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 14.53% | 38.63%-24.1pp | 1708.96%-1694.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $964 | $1,334-27.8% | $4,092-76.4% | $2,440-60.5% |
| Participant deferral / active EE | $10,489 | $2,384+340.0% | $3,603+191.1% | $3,607+190.8% |
| Admin fee / account holder | $5,446 | $3,549+53.4% | $5,464-0.3% | $5,124+6.3% |