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 5-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 | $219,751 | $178,174+23.3% | $156,181+40.7% | $137,256+60.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -12.85% | 84.19%-97.0pp | 64.87%-77.7pp | 220.34%-233.2pp |
| Employer contribution / active EE | $9,383 | $4,972+88.7% | $4,294+118.5% | $4,156+125.8% |
| Participant deferral / active EE | $20,667 | $6,888+200.0% | $6,132+237.0% | $6,407+222.6% |
| Admin fee / account holder | $5,966 | $17,404-65.7% | $14,586-59.1% | $12,270-51.4% |