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 | $181,950 | $160,055+13.7% | $140,016+29.9% | $135,375+34.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.89% | 911.38%-924.3pp | 651.12%-664.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $12,012 | $6,420+87.1% | $5,606+114.3% | $4,779+151.4% |
| Participant deferral / active EE | $11,050 | $7,642+44.6% | $6,927+59.5% | $5,609+97.0% |
| Admin fee / account holder | $1,544 | $13,328-88.4% | $10,705-85.6% | $10,827-85.7% |