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 | $192,882 | $160,055+20.5% | $140,016+37.8% | $135,375+42.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.27% | 911.38%-920.6pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $4,857 | $6,420-24.3% | $5,606-13.4% | $4,779+1.6% |
| Participant deferral / active EE | $15,651 | $7,642+104.8% | $6,927+125.9% | $5,609+179.1% |
| Admin fee / account holder | $44,006 | $13,328+230.2% | $10,705+311.1% | $10,827+306.4% |