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 | $216,460 | $54,705+295.7% | $71,209+204.0% | $84,808+155.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 12.15% | 35.90%-23.7pp | 282.51%-270.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $6,613 | $2,158+206.5% | $2,721+143.0% | $2,631+151.3% |
| Participant deferral / active EE | $7,166 | $3,030+136.5% | $4,175+71.6% | $4,212+70.1% |
| Admin fee / account holder | $8,050 | $4,863+65.5% | $5,349+50.5% | $7,344+9.6% |