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 | $205,167 | $138,065+48.6% | $123,544+66.1% | $135,375+51.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.32% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,059 | $5,151-40.6% | $4,628-33.9% | $4,779-36.0% |
| Participant deferral / active EE | $6,421 | $6,799-5.6% | $6,426-0.1% | $5,609+14.5% |
| Admin fee / account holder | $26,490 | $10,916+142.7% | $9,284+185.3% | $10,827+144.7% |