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 | $179,726+22.3% | $156,263+40.6% | $142,382+54.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -12.85% | 77.86%-90.7pp | 59.47%-72.3pp | 217.08%-229.9pp |
| Employer contribution / active EE | $9,383 | $5,069+85.1% | $4,333+116.5% | $4,299+118.3% |
| Participant deferral / active EE | $20,667 | $6,956+197.1% | $6,158+235.6% | $6,507+217.6% |
| Admin fee / account holder | $5,966 | $17,272-65.5% | $14,255-58.1% | $12,624-52.7% |