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 | $195,116 | $209,832-7.0% | $189,513+3.0% | $167,490+16.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -0.85% | 748.27%-749.1pp | 555.15%-556.0pp | 478.56%-479.4pp |
| Employer contribution / active EE | $2,363 | $6,914-65.8% | $6,162-61.6% | $4,837-51.2% |
| Participant deferral / active EE | $9,067 | $8,935+1.5% | $8,221+10.3% | $6,341+43.0% |
| Admin fee / account holder | $3,611 | $14,293-74.7% | $12,045-70.0% | $12,309-70.7% |