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 | $233,101 | $78,103+198.5% | $289,028-19.4% | $116,875+99.4% |
| Participation rate | 96.7% | 69.5%+27.2pp | 78.0%+18.8pp | 74.5%+22.2pp |
| Annual return | -2.96% | 15.26%-18.2pp | 243.94%-246.9pp | 16.29%-19.3pp |
| Employer contribution / active EE | $17,604 | $2,718+547.7% | $6,326+178.3% | $3,288+435.4% |
| Participant deferral / active EE | $8,003 | $2,921+174.0% | $4,804+66.6% | $3,885+106.0% |
| Admin fee / account holder | $2,715 | $8,683-68.7% | $14,050-80.7% | $12,263-77.9% |