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 | $196,107 | $82,664+137.2% | $125,339+56.5% | $68,494+186.3% |
| Participation rate | 97.6% | 75.0%+22.5pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -20.98% | -5.97%-15.0pp | 572.05%-593.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $6,717 | $3,381+98.7% | $4,814+39.5% | $2,596+158.7% |
| Participant deferral / active EE | $11,508 | $6,110+88.3% | $7,446+54.5% | $4,027+185.8% |
| Admin fee / account holder | $22,929 | $6,275+265.4% | $10,010+129.1% | $5,403+324.4% |