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 | $241,280 | $209,411+15.2% | $178,490+35.2% | $158,922+51.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.64% | 188.75%-189.4pp | 151.07%-151.7pp | 302.83%-303.5pp |
| Employer contribution / active EE | $3,191 | $5,706-44.1% | $5,011-36.3% | $4,761-33.0% |
| Participant deferral / active EE | $9,797 | $5,954+64.5% | $5,202+88.3% | $5,982+63.8% |
| Admin fee / account holder | $7,919 | $17,074-53.6% | $13,984-43.4% | $11,246-29.6% |