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 | $219,107 | $114,381+91.6% | $107,525+103.8% | $142,382+53.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.44% | 242.71%-237.3pp | 181.32%-175.9pp | 217.08%-211.6pp |
| Employer contribution / active EE | $10,294 | $4,015+156.4% | $3,754+174.3% | $4,299+139.4% |
| Participant deferral / active EE | $3,439 | $5,564-38.2% | $5,116-32.8% | $6,507-47.1% |
| Admin fee / account holder | $5,538 | $9,860-43.8% | $8,919-37.9% | $12,624-56.1% |