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 | $192,042 | $202,318-5.1% | $172,739+11.2% | $152,861+25.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.26% | 1029.65%-1030.9pp | 802.84%-804.1pp | 345.32%-346.6pp |
| Employer contribution / active EE | $37,500 | $5,856+540.4% | $5,143+629.2% | $4,762+687.4% |
| Participant deferral / active EE | $18,500 | $5,948+211.0% | $5,198+255.9% | $5,850+216.2% |
| Admin fee / account holder | $1,251 | $17,109-92.7% | $13,954-91.0% | $11,596-89.2% |