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 | $210,843 | $159,901+31.9% | $146,958+43.5% | $145,922+44.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.54% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $10,531 | $5,286+99.2% | $4,933+113.5% | $4,660+126.0% |
| Participant deferral / active EE | $10,681 | $8,428+26.7% | $8,070+32.4% | $6,688+59.7% |
| Admin fee / account holder | $5,002 | $15,044-66.7% | $12,998-61.5% | $13,397-62.7% |