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 | $204,811 | $107,334+90.8% | $92,893+120.5% | $152,861+34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -0.27% | 145.58%-145.9pp | 109.41%-109.7pp | 345.32%-345.6pp |
| Employer contribution / active EE | $6,830 | $4,221+61.8% | $3,653+87.0% | $4,762+43.4% |
| Participant deferral / active EE | $11,496 | $4,845+137.3% | $4,236+171.4% | $5,850+96.5% |
| Admin fee / account holder | $10,270 | $7,079+45.1% | $5,794+77.2% | $11,596-11.4% |